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 | $33,638 | $117,859-71.5% | $102,438-67.2% | $145,959-77.0% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 8.01% | 31.72%-23.7pp | 29.37%-21.4pp | 561.95%-553.9pp |
| Employer contribution / active EE | $728 | $3,615-79.9% | $3,024-75.9% | $4,661-84.4% |
| Participant deferral / active EE | $4,326 | $5,732-24.5% | $5,054-14.4% | $6,689-35.3% |
| Admin fee / account holder | $20,822 | $13,318+56.3% | $9,448+120.4% | $13,398+55.4% |