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 7-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 | $113,207 | $183,592-38.3% | $155,567-27.2% | $145,959-22.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.36% | 61.24%-36.9pp | 64.74%-40.4pp | 561.95%-537.6pp |
| Employer contribution / active EE | $893 | $5,315-83.2% | $4,674-80.9% | $4,661-80.8% |
| Participant deferral / active EE | $8,382 | $6,464+29.7% | $5,628+48.9% | $6,689+25.3% |
| Admin fee / account holder | $385 | $19,318-98.0% | $15,916-97.6% | $13,398-97.1% |