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 3-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 | $36,299 | $52,353-30.7% | $120,225-69.8% | $82,448-56.0% |
| Participation rate | 74.1% | 58.3%+15.8pp | 69.6%+4.5pp | 68.1%+6.0pp |
| Annual return | 18.42% | 61.85%-43.4pp | 439.23%-420.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,287 | $2,627+25.2% | $3,999-17.8% | $4,139-20.6% |
| Admin fee / account holder | $688 | $4,363-84.2% | $5,696-87.9% | $7,234-90.5% |