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 | $69,647 | $95,453-27.0% | $112,040-37.8% | $82,448-15.5% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.5%+17.5pp | 68.1%+25.9pp |
| Annual return | 28.37% | 23.92%+4.4pp | 24.52%+3.8pp | 41.64%-13.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,574 | $4,224+292.4% | $5,098+225.1% | $4,139+300.4% |
| Admin fee / account holder | $7,039 | $9,013-21.9% | $12,098-41.8% | $7,234-2.7% |