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 | $225,349 | $172,111+30.9% | $150,298+49.9% | $137,256+64.2% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 16.92% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $408 | $4,636-91.2% | $4,154-90.2% | $4,156-90.2% |
| Participant deferral / active EE | $2,089 | $6,166-66.1% | $5,453-61.7% | $6,407-67.4% |
| Admin fee / account holder | $25,785 | $16,471+56.5% | $14,116+82.7% | $12,270+110.1% |