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 3-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 | $67,353 | $111,814-39.8% | $103,374-34.8% | $145,959-53.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.59% | 24.77%-19.2pp | 24.89%-19.3pp | 561.95%-556.4pp |
| Employer contribution / active EE | $24,564 | $4,214+482.9% | $3,869+534.8% | $4,661+427.0% |
| Participant deferral / active EE | $1,505 | $5,618-73.2% | $5,058-70.2% | $6,689-77.5% |
| Admin fee / account holder | $461 | $9,754-95.3% | $8,394-94.5% | $13,398-96.6% |