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 | $49,043 | $86,922-43.6% | $102,438-52.1% | $80,874-39.4% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.6%+27.6pp |
| Annual return | 8.61% | 18.90%-10.3pp | 29.37%-20.8pp | 35.62%-27.0pp |
| Employer contribution / active EE | $565 | $2,369-76.1% | $3,024-81.3% | $2,756-79.5% |
| Participant deferral / active EE | $3,728 | $4,119-9.5% | $5,054-26.2% | $4,297-13.2% |
| Admin fee / account holder | $1,275 | $8,050-84.2% | $9,448-86.5% | $6,935-81.6% |