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 | $62,749 | $51,638+21.5% | $68,368-8.2% | $82,448-23.9% |
| Participation rate | 71.0% | 63.6%+7.4pp | 73.8%-2.8pp | 68.1%+2.9pp |
| Annual return | 12.61% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $617 | $2,914-78.8% | $4,123-85.0% | $4,139-85.1% |
| Admin fee / account holder | $13,364 | $4,643+187.8% | $5,150+159.5% | $7,234+84.7% |