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 | $206,244 | $111,814+84.5% | $93,654+120.2% | $145,959+41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.29% | 203.30%-193.0pp | 133.34%-123.0pp | 561.95%-551.7pp |
| Employer contribution / active EE | $217 | $3,092-93.0% | $2,421-91.1% | $4,661-95.4% |
| Participant deferral / active EE | $6,878 | $4,914+40.0% | $4,413+55.9% | $6,689+2.8% |
| Admin fee / account holder | $1,769 | $10,246-82.7% | $8,282-78.6% | $13,398-86.8% |