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 | $144,920 | $284,927-49.1% | $210,053-31.0% | $382,429-62.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 22.28% | 281.55%-259.3pp | 232.76%-210.5pp | 248.85%-226.6pp |
| Employer contribution / active EE | $2,492 | $6,452-61.4% | $4,521-44.9% | $8,036-69.0% |
| Participant deferral / active EE | $5,011 | $4,567+9.7% | $4,238+18.2% | $5,727-12.5% |
| Admin fee / account holder | $20,004 | $19,753+1.3% | $16,990+17.7% | $30,732-34.9% |