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 7-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 | $15,191 | $172,111-91.2% | $150,298-89.9% | $137,256-88.9% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 18.72% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,602 | $6,166-57.8% | $5,453-52.3% | $6,407-59.4% |
| Admin fee / account holder | $327 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |