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 | $306,539 | $471,255-35.0% | $493,514-37.9% | $357,791-14.3% |
| Participation rate | 88.9% | 87.7%+1.2pp | 86.6%+2.3pp | 85.6%+3.3pp |
| Annual return | 9.81% | -8.27%+18.1pp | -7.53%+17.3pp | 396.79%-387.0pp |
| Employer contribution / active EE | $8,097 | $7,367+9.9% | $6,745+20.0% | $7,508+7.9% |
| Participant deferral / active EE | $16,194 | $3,572+353.4% | $3,576+352.9% | $5,521+193.3% |
| Admin fee / account holder | $1,219 | $29,116-95.8% | $31,190-96.1% | $28,387-95.7% |