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 | $1,349,400 | $426,113+216.7% | $289,028+366.9% | $357,791+277.1% |
| Participation rate | 75.0% | 86.2%-11.2pp | 78.0%-3.0pp | 85.6%-10.6pp |
| Annual return | 7.72% | 260.96%-253.2pp | 243.94%-236.2pp | 396.79%-389.1pp |
| Employer contribution / active EE | $4,980 | $8,831-43.6% | $6,326-21.3% | $7,508-33.7% |
| Participant deferral / active EE | $0 | $6,238-100.0% | $4,804-100.0% | $5,521-100.0% |
| Admin fee / account holder | $45,673 | $18,206+150.9% | $14,050+225.1% | $28,387+60.9% |