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 | $293,731 | $768,500-61.8% | $455,481-35.5% | $382,429-23.2% |
| Participation rate | 71.4% | 73.1%-1.6pp | 71.0%+0.4pp | 87.7%-16.3pp |
| Annual return | 14.27% | -6.81%+21.1pp | -2.82%+17.1pp | 248.85%-234.6pp |
| Employer contribution / active EE | $3,571 | $6,516-45.2% | $5,016-28.8% | $8,036-55.6% |
| Participant deferral / active EE | $0 | $3,736-100.0% | $3,583-100.0% | $5,727-100.0% |
| Admin fee / account holder | $894 | $26,750-96.7% | $17,461-94.9% | $30,732-97.1% |