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 | $84,325 | $86,922-3.0% | $102,438-17.7% | $80,874+4.3% |
| Participation rate | 72.5% | 72.4%+0.1pp | 76.5%-4.0pp | 67.6%+4.9pp |
| Annual return | 9.17% | 18.90%-9.7pp | 29.37%-20.2pp | 35.62%-26.4pp |
| Employer contribution / active EE | $424 | $2,369-82.1% | $3,024-86.0% | $2,756-84.6% |
| Participant deferral / active EE | $3,413 | $4,119-17.1% | $5,054-32.5% | $4,297-20.6% |
| Admin fee / account holder | $3,740 | $8,050-53.5% | $9,448-60.4% | $6,935-46.1% |