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 | $77,797 | $81,446-4.5% | $103,374-24.7% | $80,874-3.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.73% | 25.57%-15.8pp | 24.89%-15.2pp | 35.62%-25.9pp |
| Employer contribution / active EE | $793 | $3,107-74.5% | $3,869-79.5% | $2,756-71.2% |
| Participant deferral / active EE | $6,725 | $3,870+73.8% | $5,058+33.0% | $4,297+56.5% |
| Admin fee / account holder | $11,756 | $6,715+75.1% | $8,394+40.1% | $6,935+69.5% |