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 | $299,295 | $495,011-39.5% | $442,409-32.3% | $357,791-16.3% |
| Participation rate | 92.3% | 88.7%+3.6pp | 88.0%+4.3pp | 85.6%+6.7pp |
| Annual return | 22.85% | 92.83%-70.0pp | 90.53%-67.7pp | 396.79%-373.9pp |
| Employer contribution / active EE | $11,269 | $8,270+36.3% | $7,697+46.4% | $7,508+50.1% |
| Participant deferral / active EE | $7,772 | $7,613+2.1% | $7,555+2.9% | $5,521+40.8% |
| Admin fee / account holder | $9,338 | $60,147-84.5% | $51,603-81.9% | $28,387-67.1% |