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 3-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 | $18,606 | $100,970-81.6% | $96,576-80.7% | $137,256-86.4% |
| Participation rate | 76.9% | 82.6%-5.7pp | 81.4%-4.5pp | 80.0%-3.0pp |
| Annual return | 24.20% | 38.16%-14.0pp | 38.47%-14.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,468 | $8,286-34.0% | $7,956-31.3% | $6,407-14.6% |
| Admin fee / account holder | $14,706 | $11,312+30.0% | $11,381+29.2% | $12,270+19.9% |