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 6-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 | $10,003 | $57,590-82.6% | $86,233-88.4% | $82,448-87.9% |
| Participation rate | 89.1% | 57.9%+31.3pp | 69.0%+20.1pp | 68.1%+21.1pp |
| Annual return | 19.59% | 22.41%-2.8pp | 61.39%-41.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,576 | $3,080+16.1% | $4,559-21.6% | $4,139-13.6% |
| Admin fee / account holder | $2,014 | $4,730-57.4% | $8,342-75.9% | $7,234-72.2% |