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 | $15,281 | $54,558-72.0% | $76,002-79.9% | $74,546-79.5% |
| Participation rate | 93.1% | 60.3%+32.8pp | 69.1%+24.0pp | 67.2%+25.9pp |
| Annual return | 6.53% | 31.83%-25.3pp | 360.07%-353.5pp | 1366.03%-1359.5pp |
| Employer contribution / active EE | $5,221 | $1,778+193.7% | $2,688+94.2% | $2,624+98.9% |
| Participant deferral / active EE | $26 | $3,065-99.2% | $4,257-99.4% | $4,347-99.4% |
| Admin fee / account holder | $3,426 | $2,232+53.5% | $6,414-46.6% | $1,944+76.3% |