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 | $141,866 | $95,453+48.6% | $112,040+26.6% | $82,448+72.1% |
| Participation rate | 74.4% | 72.8%+1.6pp | 76.5%-2.1pp | 68.1%+6.3pp |
| Annual return | 10.16% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $128 | $2,318-94.5% | $2,954-95.7% | $2,551-95.0% |
| Participant deferral / active EE | $2,119 | $4,224-49.8% | $5,098-58.4% | $4,139-48.8% |
| Admin fee / account holder | $12,290 | $9,013+36.4% | $12,098+1.6% | $7,234+69.9% |