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 | $368,329 | $244,740+50.5% | $206,214+78.6% | $357,791+2.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 12.30% | -3.72%+16.0pp | -1.60%+13.9pp | 396.79%-384.5pp |
| Employer contribution / active EE | $13,898 | $7,019+98.0% | $5,967+132.9% | $7,508+85.1% |
| Participant deferral / active EE | $1,074 | $4,983-78.4% | $4,649-76.9% | $5,521-80.5% |
| Admin fee / account holder | $7,225 | $15,419-53.1% | $13,671-47.2% | $28,387-74.5% |