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 8-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 | $3,793 | $23,330-83.7% | $64,489-94.1% | $82,448-95.4% |
| Participation rate | 97.1% | 68.3%+28.8pp | 67.7%+29.4pp | 68.1%+29.0pp |
| Annual return | 12.41% | 83.66%-71.2pp | 55.03%-42.6pp | 41.64%-29.2pp |
| Employer contribution / active EE | $832 | $824+0.9% | $1,523-45.4% | $2,551-67.4% |
| Participant deferral / active EE | $184 | $1,707-89.3% | $2,778-93.4% | $4,139-95.6% |
| Admin fee / account holder | $379 | $2,946-87.1% | $4,260-91.1% | $7,234-94.8% |