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 | $95,522 | $124,425-23.2% | $112,040-14.7% | $137,256-30.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 20.33% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $807 | $3,411-76.3% | $2,954-72.7% | $4,156-80.6% |
| Participant deferral / active EE | $2,772 | $5,718-51.5% | $5,098-45.6% | $6,407-56.7% |
| Admin fee / account holder | $1,174 | $15,207-92.3% | $12,098-90.3% | $12,270-90.4% |