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 | $27,256 | $252,625-89.2% | $220,144-87.6% | $382,429-92.9% |
| Participation rate | 90.0% | 88.1%+1.9pp | 84.8%+5.2pp | 87.7%+2.3pp |
| Annual return | 15.53% | -1.59%+17.1pp | -0.63%+16.2pp | 248.85%-233.3pp |
| Employer contribution / active EE | $5,590 | $7,607-26.5% | $6,623-15.6% | $8,036-30.4% |
| Participant deferral / active EE | $2,523 | $4,939-48.9% | $4,718-46.5% | $5,727-56.0% |
| Admin fee / account holder | $10,271 | $17,846-42.4% | $15,617-34.2% | $30,732-66.6% |