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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,955 | $97,125+24.5% | $86,233+40.3% | $137,256-11.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 19.45% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $81 | $2,841-97.2% | $2,504-96.8% | $4,156-98.1% |
| Participant deferral / active EE | $832 | $5,180-83.9% | $4,559-81.8% | $6,407-87.0% |
| Admin fee / account holder | $790 | $9,725-91.9% | $8,342-90.5% | $12,270-93.6% |