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 | $109,636 | $201,259-45.5% | $184,200-40.5% | $145,959-24.9% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 9.14% | 28.98%-19.8pp | 28.80%-19.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,141 | $7,018-83.7% | $6,424-82.2% | $4,661-75.5% |
| Participant deferral / active EE | $1,812 | $9,806-81.5% | $9,132-80.2% | $6,689-72.9% |
| Admin fee / account holder | $10,214 | $16,372-37.6% | $13,907-26.6% | $13,398-23.8% |