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 4-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 | $31,817 | $106,749-70.2% | $145,433-78.1% | $82,448-61.4% |
| Participation rate | 86.4% | 75.6%+10.7pp | 82.1%+4.2pp | 68.1%+18.3pp |
| Annual return | 34.39% | 27.59%+6.8pp | 66.58%-32.2pp | 41.64%-7.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,352 | $6,519+74.2% | $7,897+43.7% | $4,139+174.3% |
| Admin fee / account holder | $5,070 | $8,390-39.6% | $13,129-61.4% | $7,234-29.9% |