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 | $169,566 | $201,259-15.7% | $184,200-7.9% | $145,959+16.2% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 8.54% | 28.98%-20.4pp | 28.80%-20.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,387 | $7,018-66.0% | $6,424-62.8% | $4,661-48.8% |
| Participant deferral / active EE | $2,820 | $9,806-71.2% | $9,132-69.1% | $6,689-57.8% |
| Admin fee / account holder | $3,819 | $16,372-76.7% | $13,907-72.5% | $13,398-71.5% |