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 | $105,690 | $86,922+21.6% | $102,438+3.2% | $80,874+30.7% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 13.82% | 18.90%-5.1pp | 29.37%-15.6pp | 35.62%-21.8pp |
| Employer contribution / active EE | $647 | $2,369-72.7% | $3,024-78.6% | $2,756-76.5% |
| Participant deferral / active EE | $4,185 | $4,119+1.6% | $5,054-17.2% | $4,297-2.6% |
| Admin fee / account holder | $8,451 | $8,050+5.0% | $9,448-10.6% | $6,935+21.9% |