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 | $185,256 | $288,797-35.9% | $239,577-22.7% | $382,429-51.6% |
| Participation rate | 78.3% | 85.8%-7.6pp | 82.1%-3.8pp | 87.7%-9.5pp |
| Annual return | 12.94% | -3.30%+16.2pp | -0.70%+13.6pp | 248.85%-235.9pp |
| Employer contribution / active EE | $2,540 | $8,558-70.3% | $7,232-64.9% | $8,036-68.4% |
| Participant deferral / active EE | $5,667 | $6,420-11.7% | $5,676-0.2% | $5,727-1.0% |
| Admin fee / account holder | $4,557 | $18,649-75.6% | $19,315-76.4% | $30,732-85.2% |