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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,912 | $101,763-8.7% | $164,866-43.6% | $80,874+14.9% |
| Participation rate | 79.2% | 71.8%+7.3pp | 78.6%+0.6pp | 67.6%+11.5pp |
| Annual return | 15.29% | 16.73%-1.4pp | 69.97%-54.7pp | 35.62%-20.3pp |
| Employer contribution / active EE | $381 | $2,954-87.1% | $4,343-91.2% | $2,756-86.2% |
| Participant deferral / active EE | $1,674 | $4,477-62.6% | $6,033-72.3% | $4,297-61.0% |
| Admin fee / account holder | $1,937 | $8,228-76.5% | $12,689-84.7% | $6,935-72.1% |