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 | $66,226 | $284,927-76.8% | $210,053-68.5% | $382,429-82.7% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.8%+14.0pp | 87.7%+7.0pp |
| Annual return | 15.40% | 281.55%-266.1pp | 232.76%-217.4pp | 248.85%-233.4pp |
| Employer contribution / active EE | $1,714 | $6,452-73.4% | $4,521-62.1% | $8,036-78.7% |
| Participant deferral / active EE | $5,544 | $4,567+21.4% | $4,238+30.8% | $5,727-3.2% |
| Admin fee / account holder | $7,911 | $19,753-59.9% | $16,990-53.4% | $30,732-74.3% |