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 4-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 | $1,847,080 | $697,698+164.7% | $621,730+197.1% | $357,791+416.2% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 17.57% | 10.63%+6.9pp | 10.76%+6.8pp | 396.79%-379.2pp |
| Employer contribution / active EE | $43,231 | $10,590+308.2% | $9,871+338.0% | $7,508+475.8% |
| Participant deferral / active EE | $3,750 | $7,203-47.9% | $6,979-46.3% | $5,521-32.1% |
| Admin fee / account holder | $788,313 | $75,391+945.6% | $66,065+1093.2% | $28,387+2677.0% |