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 | $57,698 | $132,634-56.5% | $115,768-50.2% | $137,256-58.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.82% | 160.70%-148.9pp | 100.46%-88.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $542 | $3,360-83.9% | $2,940-81.6% | $4,156-87.0% |
| Participant deferral / active EE | $1,937 | $5,619-65.5% | $4,917-60.6% | $6,407-69.8% |
| Admin fee / account holder | $11,745 | $15,028-21.8% | $12,439-5.6% | $12,270-4.3% |