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.
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 | $25,031 | $57,590-56.5% | $86,233-71.0% | $82,448-69.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 24.41% | 22.41%+2.0pp | 61.39%-37.0pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,800 | $3,080+88.3% | $4,559+27.2% | $4,139+40.1% |
| Admin fee / account holder | $5,323 | $4,730+12.5% | $8,342-36.2% | $7,234-26.4% |