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 | $377,584 | $538,095-29.8% | $477,111-20.9% | $382,429-1.3% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 12.19% | 104.06%-91.9pp | 101.90%-89.7pp | 248.85%-236.7pp |
| Employer contribution / active EE | $1,947 | $9,361-79.2% | $8,708-77.6% | $8,036-75.8% |
| Participant deferral / active EE | $2,900 | $7,856-63.1% | $7,539-61.5% | $5,727-49.4% |
| Admin fee / account holder | $12,595 | $48,739-74.2% | $42,132-70.1% | $30,732-59.0% |