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 | $821,658-61.8% | $740,967-57.6% | $382,429-17.9% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 4.05% | 11.77%-7.7pp | 11.85%-7.8pp | 248.85%-244.8pp |
| Employer contribution / active EE | $18,967 | $11,052+71.6% | $10,506+80.5% | $8,036+136.0% |
| Participant deferral / active EE | $27,167 | $6,303+331.0% | $6,284+332.3% | $5,727+374.3% |
| Admin fee / account holder | $514,979 | $85,347+503.4% | $75,689+580.4% | $30,732+1575.7% |