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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,326 | $288,797-72.2% | $239,577-66.5% | $382,429-79.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 17.00% | -3.30%+20.3pp | -0.70%+17.7pp | 248.85%-231.9pp |
| Employer contribution / active EE | $3,733 | $8,558-56.4% | $7,232-48.4% | $8,036-53.5% |
| Participant deferral / active EE | $8,365 | $6,420+30.3% | $5,676+47.4% | $5,727+46.0% |
| Admin fee / account holder | $2,385 | $18,649-87.2% | $19,315-87.7% | $30,732-92.2% |