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 | $224,309 | $154,228+45.4% | $145,433+54.2% | $137,256+63.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 1.08% | 74.59%-73.5pp | 66.58%-65.5pp | 220.34%-219.3pp |
| Employer contribution / active EE | $1,136 | $4,804-76.4% | $4,554-75.1% | $4,156-72.7% |
| Participant deferral / active EE | -$1,136 | $8,216-113.8% | $7,897-114.4% | $6,407-117.7% |
| Admin fee / account holder | $230,663 | $14,344+1508.1% | $13,129+1656.9% | $12,270+1779.9% |