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 | $134,933 | $159,934-15.6% | $147,005-8.2% | $145,959-7.6% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 12.76% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $16 | $5,287-99.7% | $4,934-99.7% | $4,661-99.7% |
| Participant deferral / active EE | $2,625 | $8,427-68.9% | $8,070-67.5% | $6,689-60.8% |
| Admin fee / account holder | $26,690 | $15,053+77.3% | $13,006+105.2% | $13,398+99.2% |