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 | $53,929 | $172,111-68.7% | $150,298-64.1% | $137,256-60.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.44% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $616 | $4,636-86.7% | $4,154-85.2% | $4,156-85.2% |
| Participant deferral / active EE | $6,200 | $6,166+0.6% | $5,453+13.7% | $6,407-3.2% |
| Admin fee / account holder | $625 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |