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 | $656,654 | $471,255+39.3% | $493,514+33.1% | $357,791+83.5% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 25.21% | -8.27%+33.5pp | -7.53%+32.7pp | 396.79%-371.6pp |
| Employer contribution / active EE | $15,719 | $7,367+113.4% | $6,745+133.0% | $7,508+109.4% |
| Participant deferral / active EE | $9,247 | $3,572+158.9% | $3,576+158.6% | $5,521+67.5% |
| Admin fee / account holder | $7,242 | $29,116-75.1% | $31,190-76.8% | $28,387-74.5% |