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 3-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 | $110,982 | $201,259-44.9% | $184,200-39.7% | $145,959-24.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.83% | 28.98%-25.2pp | 28.80%-25.0pp | 561.95%-558.1pp |
| Employer contribution / active EE | $991 | $7,018-85.9% | $6,424-84.6% | $4,661-78.7% |
| Participant deferral / active EE | $1,923 | $9,806-80.4% | $9,132-78.9% | $6,689-71.3% |
| Admin fee / account holder | $410 | $16,372-97.5% | $13,907-97.1% | $13,398-96.9% |