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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,088 | $73,787+14.0% | $98,716-14.8% | $82,448+2.0% |
| Participation rate | 84.4% | 61.4%+23.0pp | 69.3%+15.2pp | 68.1%+16.4pp |
| Annual return | 15.63% | 18.57%-2.9pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,440 | $3,081+11.6% | $4,048-15.0% | $4,139-16.9% |
| Admin fee / account holder | $2,442 | $6,500-62.4% | $8,703-71.9% | $7,234-66.2% |