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 8-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 | $74,181 | $821,658-91.0% | $740,967-90.0% | $382,429-80.6% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 16.86% | 11.77%+5.1pp | 11.85%+5.0pp | 248.85%-232.0pp |
| Employer contribution / active EE | $4,002 | $11,052-63.8% | $10,506-61.9% | $8,036-50.2% |
| Participant deferral / active EE | $11,896 | $6,303+88.7% | $6,284+89.3% | $5,727+107.7% |
| Admin fee / account holder | $1,033 | $85,347-98.8% | $75,689-98.6% | $30,732-96.6% |