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 | $94,267 | $124,425-24.2% | $112,040-15.9% | $137,256-31.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 8.95% | 24.72%-15.8pp | 24.52%-15.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $297 | $3,411-91.3% | $2,954-90.0% | $4,156-92.9% |
| Participant deferral / active EE | $4,907 | $5,718-14.2% | $5,098-3.7% | $6,407-23.4% |
| Admin fee / account holder | $5,982 | $15,207-60.7% | $12,098-50.6% | $12,270-51.2% |