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 | $63,749 | $154,228-58.7% | $145,433-56.2% | $137,256-53.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.89% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,634 | $4,804-45.2% | $4,554-42.2% | $4,156-36.6% |
| Participant deferral / active EE | $2,412 | $8,216-70.6% | $7,897-69.5% | $6,407-62.4% |
| Admin fee / account holder | $10,839 | $14,344-24.4% | $13,129-17.4% | $12,270-11.7% |