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 9-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 | $51,234 | $108,825-52.9% | $156,181-67.2% | $82,448-37.9% |
| Participation rate | 74.5% | 72.4%+2.1pp | 78.8%-4.4pp | 68.1%+6.4pp |
| Annual return | 12.68% | 20.59%-7.9pp | 64.87%-52.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $408 | $2,870-85.8% | $4,294-90.5% | $2,551-84.0% |
| Participant deferral / active EE | $4,128 | $4,577-9.8% | $6,132-32.7% | $4,139-0.3% |
| Admin fee / account holder | $3,377 | $9,341-63.8% | $14,586-76.9% | $7,234-53.3% |