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 | $248,143 | $63,703+289.5% | $93,063+166.6% | $82,448+201.0% |
| Participation rate | 77.8% | 63.8%+13.9pp | 72.1%+5.7pp | 68.1%+9.7pp |
| Annual return | 11.12% | -775.43%+786.5pp | 34.15%-23.0pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,307 | $2,919+47.5% | $3,958+8.8% | $4,139+4.1% |
| Admin fee / account holder | $24,471 | $5,982+309.1% | $6,033+305.6% | $7,234+238.3% |