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 | $35,750 | $209,336-82.9% | $197,124-81.9% | $137,256-74.0% |
| Participation rate | 76.5% | 87.3%-10.8pp | 86.7%-10.2pp | 80.0%-3.5pp |
| Annual return | 14.94% | 48.09%-33.2pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,396 | $9,614+39.3% | $9,135+46.6% | $6,407+109.1% |
| Admin fee / account holder | $9,339 | $17,308-46.0% | $16,298-42.7% | $12,270-23.9% |