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 | $98,623 | $209,336-52.9% | $197,124-50.0% | $137,256-28.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 2.37% | 48.09%-45.7pp | 44.34%-42.0pp | 220.34%-218.0pp |
| Employer contribution / active EE | $5,257 | $6,591-20.2% | $6,227-15.6% | $4,156+26.5% |
| Participant deferral / active EE | $460 | $9,614-95.2% | $9,135-95.0% | $6,407-92.8% |
| Admin fee / account holder | $117,749 | $17,308+580.3% | $16,298+622.5% | $12,270+859.6% |