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 | $295,527 | $495,011-40.3% | $442,409-33.2% | $357,791-17.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 5.56% | 92.83%-87.3pp | 90.53%-85.0pp | 396.79%-391.2pp |
| Employer contribution / active EE | $1,247 | $8,270-84.9% | $7,697-83.8% | $7,508-83.4% |
| Participant deferral / active EE | $3,546 | $7,613-53.4% | $7,555-53.1% | $5,521-35.8% |
| Admin fee / account holder | $31,437 | $60,147-47.7% | $51,603-39.1% | $28,387+10.7% |