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 | $58,790 | $101,499-42.1% | $147,005-60.0% | $74,546-21.1% |
| Participation rate | 73.7% | 75.5%-1.8pp | 82.2%-8.5pp | 67.2%+6.5pp |
| Annual return | 18.36% | 8732.34%-8714.0pp | 418.76%-400.4pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $69 | $3,811-98.2% | $4,934-98.6% | $2,624-97.4% |
| Participant deferral / active EE | $13,786 | $7,304+88.7% | $8,070+70.8% | $4,347+217.1% |
| Admin fee / account holder | $1,061 | $1,748-39.3% | $13,006-91.8% | $1,944-45.4% |