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 | $46,049 | $94,031-51.0% | $115,768-60.2% | $82,448-44.1% |
| Participation rate | 84.6% | 70.4%+14.2pp | 74.4%+10.2pp | 68.1%+16.5pp |
| Annual return | 12.69% | 20.61%-7.9pp | 100.46%-87.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $505 | $2,323-78.2% | $2,940-82.8% | $2,551-80.2% |
| Participant deferral / active EE | $2,484 | $3,972-37.5% | $4,917-49.5% | $4,139-40.0% |
| Admin fee / account holder | $2,564 | $10,249-75.0% | $12,439-79.4% | $7,234-64.6% |