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 5-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 | $21,839 | $172,111-87.3% | $150,298-85.5% | $137,256-84.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 7.21% | 69.37%-62.2pp | 62.79%-55.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $834 | $4,636-82.0% | $4,154-79.9% | $4,156-79.9% |
| Participant deferral / active EE | $2,497 | $6,166-59.5% | $5,453-54.2% | $6,407-61.0% |
| Admin fee / account holder | $12,146 | $16,471-26.3% | $14,116-14.0% | $12,270-1.0% |