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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,944,221 | $697,698+178.7% | $621,730+212.7% | $357,791+443.4% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 13.12% | 10.63%+2.5pp | 10.76%+2.4pp | 396.79%-383.7pp |
| Employer contribution / active EE | $10,500 | $10,590-0.9% | $9,871+6.4% | $7,508+39.9% |
| Participant deferral / active EE | $0 | $7,203-100.0% | $6,979-100.0% | $5,521-100.0% |
| Admin fee / account holder | $60,000 | $75,391-20.4% | $66,065-9.2% | $28,387+111.4% |