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 | $29,110 | $65,246-55.4% | $98,716-70.5% | $67,986-57.2% |
| Participation rate | 71.4% | 51.4%+20.0pp | 69.3%+2.1pp | 57.2%+14.2pp |
| Annual return | 11.32% | 20.58%-9.3pp | 31.81%-20.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $629 | $1,042-39.6% | $2,279-72.4% | $2,019-68.8% |
| Participant deferral / active EE | $1,037 | $2,594-60.0% | $4,048-74.4% | $3,358-69.1% |
| Admin fee / account holder | $1,155 | $4,561-74.7% | $8,703-86.7% | $3,203-63.9% |