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 | $220,125 | $183,592+19.9% | $155,567+41.5% | $145,959+50.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.15% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $150 | $5,315-97.2% | $4,674-96.8% | $4,661-96.8% |
| Participant deferral / active EE | $2,414 | $6,464-62.7% | $5,628-57.1% | $6,689-63.9% |
| Admin fee / account holder | $4,330 | $19,318-77.6% | $15,916-72.8% | $13,398-67.7% |