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 | $29,705 | $117,859-74.8% | $102,438-71.0% | $145,959-79.6% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 8.59% | 31.72%-23.1pp | 29.37%-20.8pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,775 | $3,615-50.9% | $3,024-41.3% | $4,661-61.9% |
| Participant deferral / active EE | $1,534 | $5,732-73.2% | $5,054-69.7% | $6,689-77.1% |
| Admin fee / account holder | $23,025 | $13,318+72.9% | $9,448+143.7% | $13,398+71.9% |