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 | $29,449 | $82,879-64.5% | $96,576-69.5% | $67,986-56.7% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.4%+2.5pp | 57.2%+26.8pp |
| Annual return | 24.91% | 36.90%-12.0pp | 38.47%-13.6pp | 31.67%-6.8pp |
| Employer contribution / active EE | $30 | $2,727-98.9% | $3,553-99.2% | $2,019-98.5% |
| Participant deferral / active EE | $6,263 | $6,976-10.2% | $7,956-21.3% | $3,358+86.5% |
| Admin fee / account holder | $4,766 | $2,783+71.2% | $11,381-58.1% | $3,203+48.8% |