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 9-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 | $147,772 | $209,336-29.4% | $197,124-25.0% | $137,256+7.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.59% | 48.09%-43.5pp | 44.34%-39.8pp | 220.34%-215.8pp |
| Employer contribution / active EE | $2,040 | $6,591-69.1% | $6,227-67.2% | $4,156-50.9% |
| Participant deferral / active EE | $2,064 | $9,614-78.5% | $9,135-77.4% | $6,407-67.8% |
| Admin fee / account holder | $2,567 | $17,308-85.2% | $16,298-84.2% | $12,270-79.1% |