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 4-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 | $71,686 | $201,259-64.4% | $184,200-61.1% | $145,959-50.9% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 11.22% | 28.98%-17.8pp | 28.80%-17.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $835 | $7,018-88.1% | $6,424-87.0% | $4,661-82.1% |
| Participant deferral / active EE | $2,107 | $9,806-78.5% | $9,132-76.9% | $6,689-68.5% |
| Admin fee / account holder | $15,318 | $16,372-6.4% | $13,907+10.1% | $13,398+14.3% |