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 | $123,413 | $146,267-15.6% | $197,124-37.4% | $82,448+49.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 11.51% | 29.61%-18.1pp | 44.34%-32.8pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,301 | $4,723-72.5% | $6,227-79.1% | $2,551-49.0% |
| Participant deferral / active EE | $3,821 | $7,035-45.7% | $9,135-58.2% | $4,139-7.7% |
| Admin fee / account holder | $2,281 | $14,422-84.2% | $16,298-86.0% | $7,234-68.5% |