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 | $314,055 | $697,698-55.0% | $621,730-49.5% | $357,791-12.2% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 4.05% | 10.63%-6.6pp | 10.76%-6.7pp | 396.79%-392.7pp |
| Employer contribution / active EE | $18,967 | $10,590+79.1% | $9,871+92.1% | $7,508+152.6% |
| Participant deferral / active EE | $27,167 | $7,203+277.2% | $6,979+289.2% | $5,521+392.1% |
| Admin fee / account holder | $514,979 | $75,391+583.1% | $66,065+679.5% | $28,387+1714.1% |