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 | $216,602 | $81,233+166.6% | $155,567+39.2% | $80,874+167.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.59% | 33.33%-22.7pp | 64.74%-54.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,070 | $3,101-65.5% | $4,674-77.1% | $2,756-61.2% |
| Participant deferral / active EE | $860 | $3,452-75.1% | $5,628-84.7% | $4,297-80.0% |
| Admin fee / account holder | $1,775 | $7,998-77.8% | $15,916-88.8% | $6,935-74.4% |