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 | $576,164 | $174,892+229.4% | $135,584+324.9% | $357,791+61.0% |
| Participation rate | 92.3% | 80.4%+11.9pp | 74.9%+17.4pp | 85.6%+6.7pp |
| Annual return | 12.32% | -8.84%+21.2pp | -6.29%+18.6pp | 396.79%-384.5pp |
| Employer contribution / active EE | $8,645 | $4,063+112.8% | $2,978+190.3% | $7,508+15.2% |
| Participant deferral / active EE | $6,360 | $4,096+55.3% | $3,505+81.4% | $5,521+15.2% |
| Admin fee / account holder | $66,181 | $8,977+637.2% | $7,720+757.2% | $28,387+133.1% |