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 | $69,236 | $159,934-56.7% | $147,005-52.9% | $145,959-52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.53% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $375 | $5,287-92.9% | $4,934-92.4% | $4,661-92.0% |
| Participant deferral / active EE | $3,891 | $8,427-53.8% | $8,070-51.8% | $6,689-41.8% |
| Admin fee / account holder | $819 | $15,053-94.6% | $13,006-93.7% | $13,398-93.9% |