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 | $32,927 | $81,446-59.6% | $103,374-68.1% | $80,874-59.3% |
| Participation rate | 94.8% | 66.9%+28.0pp | 74.5%+20.3pp | 67.6%+27.2pp |
| Annual return | 11.33% | 25.57%-14.2pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,618 | $3,870-6.5% | $5,058-28.5% | $4,297-15.8% |
| Admin fee / account holder | $4,535 | $6,715-32.5% | $8,394-46.0% | $6,935-34.6% |