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 | $125,151 | $111,535+12.2% | $105,223+18.9% | $137,256-8.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 16.36% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $427 | $3,939-89.2% | $3,689-88.4% | $4,156-89.7% |
| Participant deferral / active EE | $2,135 | $5,500-61.2% | $5,072-57.9% | $6,407-66.7% |
| Admin fee / account holder | $1,240 | $9,721-87.2% | $8,859-86.0% | $12,270-89.9% |