Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,137 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.57% | 74.59%-68.0pp | 66.58%-60.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $376 | $4,804-92.2% | $4,554-91.7% | $4,156-90.9% |
| Participant deferral / active EE | $769 | $8,216-90.6% | $7,897-90.3% | $6,407-88.0% |
| Admin fee / account holder | $325 | $14,344-97.7% | $13,129-97.5% | $12,270-97.4% |