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 | $67,612 | $77,523-12.8% | $100,383-32.6% | $80,874-16.4% |
| Participation rate | 73.2% | 77.0%-3.8pp | 81.5%-8.3pp | 67.6%+5.5pp |
| Annual return | 16.81% | 37.21%-20.4pp | 49.26%-32.5pp | 35.62%-18.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,901 | $6,822+74.5% | $8,086+47.2% | $4,297+177.0% |
| Admin fee / account holder | $65,051 | $5,899+1002.8% | $7,900+723.4% | $6,935+838.0% |