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 4-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 | $2,560 | $72,071-96.4% | $68,368-96.3% | $137,256-98.1% |
| Participation rate | 77.3% | 76.2%+1.0pp | 73.8%+3.5pp | 80.0%-2.7pp |
| Annual return | 24.18% | 353.14%-329.0pp | 292.57%-268.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $573 | $4,410-87.0% | $4,123-86.1% | $6,407-91.1% |
| Admin fee / account holder | $1,783 | $5,336-66.6% | $5,150-65.4% | $12,270-85.5% |