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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,461 | $117,859-42.8% | $102,438-34.1% | $145,959-53.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 7.02% | 31.72%-24.7pp | 29.37%-22.3pp | 561.95%-554.9pp |
| Employer contribution / active EE | $10 | $3,615-99.7% | $3,024-99.7% | $4,661-99.8% |
| Participant deferral / active EE | $1,345 | $5,732-76.5% | $5,054-73.4% | $6,689-79.9% |
| Admin fee / account holder | $13,151 | $13,318-1.3% | $9,448+39.2% | $13,398-1.8% |