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 6-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 | $10,359 | $111,535-90.7% | $105,223-90.2% | $137,256-92.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.29% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $719 | $3,939-81.7% | $3,689-80.5% | $4,156-82.7% |
| Participant deferral / active EE | $1,115 | $5,500-79.7% | $5,072-78.0% | $6,407-82.6% |
| Admin fee / account holder | $974 | $9,721-90.0% | $8,859-89.0% | $12,270-92.1% |