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 | $56,333 | $73,787-23.7% | $98,716-42.9% | $82,448-31.7% |
| Participation rate | 79.5% | 61.4%+18.1pp | 69.3%+10.3pp | 68.1%+11.5pp |
| Annual return | 19.69% | 18.57%+1.1pp | 31.81%-12.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $310 | $1,511-79.5% | $2,279-86.4% | $2,551-87.8% |
| Participant deferral / active EE | $10,765 | $3,081+249.3% | $4,048+165.9% | $4,139+160.1% |
| Admin fee / account holder | $988 | $6,500-84.8% | $8,703-88.6% | $7,234-86.3% |