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 | $133,973 | $95,453+40.4% | $112,040+19.6% | $82,448+62.5% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.5%-3.5pp | 68.1%+4.9pp |
| Annual return | 17.07% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,980 | $4,224+17.9% | $5,098-2.3% | $4,139+20.3% |
| Admin fee / account holder | $2,099 | $9,013-76.7% | $12,098-82.6% | $7,234-71.0% |