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 | $20,716 | $183,592-88.7% | $155,567-86.7% | $145,959-85.8% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.2pp | 80.3%+14.2pp |
| Annual return | 9.24% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,296 | $6,464-79.9% | $5,628-77.0% | $6,689-80.6% |
| Admin fee / account holder | $1,530 | $19,318-92.1% | $15,916-90.4% | $13,398-88.6% |