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 | $27,303 | $108,912-74.9% | $100,383-72.8% | $145,959-81.3% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 12.87% | 57.96%-45.1pp | 49.26%-36.4pp | 561.95%-549.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,115 | $8,451+67.0% | $8,086+74.6% | $6,689+111.0% |
| Admin fee / account holder | $18,635 | $9,690+92.3% | $7,900+135.9% | $13,398+39.1% |