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 8-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 | $64,797 | $86,922-25.5% | $102,438-36.7% | $80,874-19.9% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 12.16% | 18.90%-6.7pp | 29.37%-17.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $642 | $2,369-72.9% | $3,024-78.8% | $2,756-76.7% |
| Participant deferral / active EE | $3,376 | $4,119-18.0% | $5,054-33.2% | $4,297-21.4% |
| Admin fee / account holder | $417 | $8,050-94.8% | $9,448-95.6% | $6,935-94.0% |