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.
Employer 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 | $134,593 | $172,111-21.8% | $150,298-10.4% | $137,256-1.9% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 10.37% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $720 | $4,636-84.5% | $4,154-82.7% | $4,156-82.7% |
| Participant deferral / active EE | $8,330 | $6,166+35.1% | $5,453+52.8% | $6,407+30.0% |
| Admin fee / account holder | $22,086 | $16,471+34.1% | $14,116+56.5% | $12,270+80.0% |