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 | $60,176 | $112,729-46.6% | $98,716-39.0% | $137,256-56.2% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.3%+26.4pp | 80.0%+15.7pp |
| Annual return | 11.51% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $435 | $2,725-84.0% | $2,279-80.9% | $4,156-89.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,793 | $10,129-13.2% | $8,703+1.0% | $12,270-28.3% |