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 | $156,834 | $94,031+66.8% | $115,768+35.5% | $82,448+90.2% |
| Participation rate | 70.0% | 70.4%-0.4pp | 74.4%-4.4pp | 68.1%+1.9pp |
| Annual return | 15.90% | 20.61%-4.7pp | 100.46%-84.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $596 | $2,323-74.4% | $2,940-79.7% | $2,551-76.6% |
| Participant deferral / active EE | $6,677 | $3,972+68.1% | $4,917+35.8% | $4,139+61.3% |
| Admin fee / account holder | $792 | $10,249-92.3% | $12,439-93.6% | $7,234-89.1% |