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 5-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 | $25,401 | $159,934-84.1% | $147,005-82.7% | $145,959-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.15% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $151 | $5,287-97.1% | $4,934-96.9% | $4,661-96.8% |
| Participant deferral / active EE | $5,221 | $8,427-38.0% | $8,070-35.3% | $6,689-21.9% |
| Admin fee / account holder | $415 | $15,053-97.2% | $13,006-96.8% | $13,398-96.9% |