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 5-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 | $25,939 | $183,592-85.9% | $155,567-83.3% | $145,959-82.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.67% | 61.24%-53.6pp | 64.74%-57.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $104 | $5,315-98.0% | $4,674-97.8% | $4,661-97.8% |
| Participant deferral / active EE | $203 | $6,464-96.9% | $5,628-96.4% | $6,689-97.0% |
| Admin fee / account holder | $1,152 | $19,318-94.0% | $15,916-92.8% | $13,398-91.4% |