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 | $302,184 | $331,010-8.7% | $284,014+6.4% | $357,791-15.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | 14.57% | -7.54%+22.1pp | -6.84%+21.4pp | 396.79%-382.2pp |
| Employer contribution / active EE | $1,323 | $4,421-70.1% | $4,497-70.6% | $7,508-82.4% |
| Participant deferral / active EE | $15,975 | $4,180+282.2% | $5,463+192.4% | $5,521+189.4% |
| Admin fee / account holder | $58,424 | $15,699+272.1% | $16,425+255.7% | $28,387+105.8% |