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 6-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 | $6,964 | $57,590-87.9% | $86,233-91.9% | $82,448-91.6% |
| Participation rate | 89.3% | 57.9%+31.4pp | 69.0%+20.3pp | 68.1%+21.2pp |
| Annual return | 14.54% | 22.41%-7.9pp | 61.39%-46.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,686 | $3,080-45.3% | $4,559-63.0% | $4,139-59.3% |
| Admin fee / account holder | $1,046 | $4,730-77.9% | $8,342-87.5% | $7,234-85.5% |