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 | $278,367 | $244,740+13.7% | $206,214+35.0% | $357,791-22.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 14.70% | -3.72%+18.4pp | -1.60%+16.3pp | 396.79%-382.1pp |
| Employer contribution / active EE | $7,691 | $7,019+9.6% | $5,967+28.9% | $7,508+2.4% |
| Participant deferral / active EE | $6,214 | $4,983+24.7% | $4,649+33.7% | $5,521+12.5% |
| Admin fee / account holder | $106,067 | $15,419+587.9% | $13,671+675.8% | $28,387+273.6% |