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 6-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 | $119,880 | $95,453+25.6% | $112,040+7.0% | $82,448+45.4% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 16.98% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,711 | $4,224+153.6% | $5,098+110.1% | $4,139+158.8% |
| Admin fee / account holder | $524 | $9,013-94.2% | $12,098-95.7% | $7,234-92.8% |