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 9-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 | $59,111 | $117,859-49.8% | $102,438-42.3% | $145,959-59.5% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 9.66% | 31.72%-22.1pp | 29.37%-19.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $77 | $3,615-97.9% | $3,024-97.4% | $4,661-98.3% |
| Participant deferral / active EE | $324 | $5,732-94.4% | $5,054-93.6% | $6,689-95.2% |
| Admin fee / account holder | $1,523 | $13,318-88.6% | $9,448-83.9% | $13,398-88.6% |