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 | $108,723 | $146,267-25.7% | $197,124-44.8% | $82,448+31.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 10.41% | 29.61%-19.2pp | 44.34%-33.9pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,337 | $4,723-71.7% | $6,227-78.5% | $2,551-47.6% |
| Participant deferral / active EE | $3,905 | $7,035-44.5% | $9,135-57.3% | $4,139-5.7% |
| Admin fee / account holder | $32,300 | $14,422+124.0% | $16,298+98.2% | $7,234+346.5% |