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 | $29,806 | $67,894-56.1% | $89,340-66.6% | $82,448-63.8% |
| Participation rate | 89.6% | 64.0%+25.5pp | 69.6%+20.0pp | 68.1%+21.5pp |
| Annual return | 14.90% | 19.21%-4.3pp | 20.57%-5.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,806 | $3,072+89.0% | $3,823+51.9% | $4,139+40.3% |
| Admin fee / account holder | $4,514 | $5,723-21.1% | $6,704-32.7% | $7,234-37.6% |