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 | $7,594 | $56,060-86.5% | $76,002-90.0% | $80,874-90.6% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 17.25% | 20.54%-3.3pp | 360.07%-342.8pp | 35.62%-18.4pp |
| Employer contribution / active EE | $296 | $1,873-84.2% | $2,688-89.0% | $2,756-89.3% |
| Participant deferral / active EE | $1,938 | $3,051-36.5% | $4,257-54.5% | $4,297-54.9% |
| Admin fee / account holder | $763 | $5,237-85.4% | $6,414-88.1% | $6,935-89.0% |