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 9-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 | $29,370 | $111,535-73.7% | $105,223-72.1% | $137,256-78.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.17% | 237.85%-233.7pp | 180.65%-176.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $402 | $3,939-89.8% | $3,689-89.1% | $4,156-90.3% |
| Participant deferral / active EE | $4,776 | $5,500-13.2% | $5,072-5.8% | $6,407-25.5% |
| Admin fee / account holder | $818 | $9,721-91.6% | $8,859-90.8% | $12,270-93.3% |