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 | $26,239 | $111,814-76.5% | $103,374-74.6% | $145,959-82.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 9.31% | 24.77%-15.5pp | 24.89%-15.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $286 | $4,214-93.2% | $3,869-92.6% | $4,661-93.9% |
| Participant deferral / active EE | $2,052 | $5,618-63.5% | $5,058-59.4% | $6,689-69.3% |
| Admin fee / account holder | $4,024 | $9,754-58.7% | $8,394-52.1% | $13,398-70.0% |