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 9-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 | $154,979 | $77,164+100.8% | $178,014-12.9% | $80,874+91.6% |
| Participation rate | 83.7% | 65.7%+18.0pp | 77.1%+6.6pp | 67.6%+16.0pp |
| Annual return | 15.68% | 18.09%-2.4pp | 294.80%-279.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,953 | $4,408+148.5% | $6,276+74.5% | $4,297+154.9% |
| Admin fee / account holder | $11,801 | $7,164+64.7% | $10,362+13.9% | $6,935+70.2% |