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 3-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 | $26,482 | $209,336-87.3% | $197,124-86.6% | $137,256-80.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 12.99% | 48.09%-35.1pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,236 | $6,591-81.3% | $6,227-80.2% | $4,156-70.3% |
| Participant deferral / active EE | $1,513 | $9,614-84.3% | $9,135-83.4% | $6,407-76.4% |
| Admin fee / account holder | $384 | $17,308-97.8% | $16,298-97.6% | $12,270-96.9% |