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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,989 | $209,336-76.6% | $197,124-75.1% | $137,256-64.3% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 16.17% | 48.09%-31.9pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $399 | $6,591-94.0% | $6,227-93.6% | $4,156-90.4% |
| Participant deferral / active EE | $453 | $9,614-95.3% | $9,135-95.0% | $6,407-92.9% |
| Admin fee / account holder | $389 | $17,308-97.8% | $16,298-97.6% | $12,270-96.8% |