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 | $17,887 | $47,479-62.3% | $62,929-71.6% | $82,448-78.3% |
| Participation rate | 77.5% | 66.9%+10.6pp | 73.1%+4.4pp | 68.1%+9.4pp |
| Annual return | 0.19% | 20.34%-20.2pp | 1063.93%-1063.7pp | 41.64%-41.4pp |
| Employer contribution / active EE | $422 | $1,885-77.6% | $2,505-83.2% | $2,551-83.5% |
| Participant deferral / active EE | $481 | $2,870-83.2% | $3,888-87.6% | $4,139-88.4% |
| Admin fee / account holder | $3,353 | $3,804-11.9% | $5,065-33.8% | $7,234-53.7% |