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 | $184,116 | $108,825+69.2% | $156,181+17.9% | $82,448+123.3% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 11.93% | 20.59%-8.7pp | 64.87%-52.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $621 | $2,870-78.4% | $4,294-85.5% | $2,551-75.6% |
| Participant deferral / active EE | $5,132 | $4,577+12.1% | $6,132-16.3% | $4,139+24.0% |
| Admin fee / account holder | $6,037 | $9,341-35.4% | $14,586-58.6% | $7,234-16.5% |