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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,677 | $111,535-81.5% | $105,223-80.3% | $137,256-84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -4.88% | 237.85%-242.7pp | 180.65%-185.5pp | 220.34%-225.2pp |
| Employer contribution / active EE | $153 | $3,939-96.1% | $3,689-95.8% | $4,156-96.3% |
| Participant deferral / active EE | $567 | $5,500-89.7% | $5,072-88.8% | $6,407-91.2% |
| Admin fee / account holder | $35,649 | $9,721+266.7% | $8,859+302.4% | $12,270+190.5% |