See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,721,584 | $697,698+146.8% | $621,730+176.9% | $357,791+381.2% |
| Participation rate | 85.7% | 90.7%-5.0pp | 90.8%-5.1pp | 85.6%+0.1pp |
| Annual return | 22.27% | 10.63%+11.6pp | 10.76%+11.5pp | 396.79%-374.5pp |
| Employer contribution / active EE | $3,000 | $10,590-71.7% | $9,871-69.6% | $7,508-60.0% |
| Participant deferral / active EE | $0 | $7,203-100.0% | $6,979-100.0% | $5,521-100.0% |
| Admin fee / account holder | $68,403 | $75,391-9.3% | $66,065+3.5% | $28,387+141.0% |