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 | $140,783 | $146,267-3.7% | $197,124-28.6% | $82,448+70.8% |
| Participation rate | 82.1% | 84.0%-1.9pp | 86.7%-4.6pp | 68.1%+14.1pp |
| Annual return | 17.19% | 29.61%-12.4pp | 44.34%-27.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,169 | $4,723-75.3% | $6,227-81.2% | $2,551-54.2% |
| Participant deferral / active EE | $8,021 | $7,035+14.0% | $9,135-12.2% | $4,139+93.8% |
| Admin fee / account holder | $6,095 | $14,422-57.7% | $16,298-62.6% | $7,234-15.8% |