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 | $61,140 | $108,825-43.8% | $156,181-60.9% | $82,448-25.8% |
| Participation rate | 82.5% | 72.4%+10.1pp | 78.8%+3.7pp | 68.1%+14.4pp |
| Annual return | 10.08% | 20.59%-10.5pp | 64.87%-54.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $5,411 | $2,870+88.5% | $4,294+26.0% | $2,551+112.1% |
| Participant deferral / active EE | $15 | $4,577-99.7% | $6,132-99.8% | $4,139-99.6% |
| Admin fee / account holder | $6,078 | $9,341-34.9% | $14,586-58.3% | $7,234-16.0% |