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 | $26,205 | $51,638-49.3% | $68,368-61.7% | $82,448-68.2% |
| Participation rate | 95.5% | 63.6%+31.8pp | 73.8%+21.7pp | 68.1%+27.4pp |
| Annual return | 9.76% | 37.53%-27.8pp | 292.57%-282.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $193 | $2,047-90.6% | $2,649-92.7% | $2,551-92.4% |
| Participant deferral / active EE | $1,932 | $2,914-33.7% | $4,123-53.1% | $4,139-53.3% |
| Admin fee / account holder | $4,071 | $4,643-12.3% | $5,150-20.9% | $7,234-43.7% |