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 | $32,182 | $111,535-71.1% | $105,223-69.4% | $137,256-76.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 9.90% | 237.85%-228.0pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $289 | $3,939-92.7% | $3,689-92.2% | $4,156-93.1% |
| Participant deferral / active EE | $1,534 | $5,500-72.1% | $5,072-69.8% | $6,407-76.1% |
| Admin fee / account holder | $1,615 | $9,721-83.4% | $8,859-81.8% | $12,270-86.8% |