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.
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 | $25,511 | $111,535-77.1% | $105,223-75.8% | $137,256-81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.33% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,555 | $3,939-35.2% | $3,689-30.7% | $4,156-38.5% |
| Participant deferral / active EE | $805 | $5,500-85.4% | $5,072-84.1% | $6,407-87.4% |
| Admin fee / account holder | $596 | $9,721-93.9% | $8,859-93.3% | $12,270-95.1% |