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 3-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 | $4,655 | $149,040-96.9% | $120,225-96.1% | $137,256-96.6% |
| Participation rate | 94.4% | 75.4%+19.0pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 22.07% | 605.68%-583.6pp | 439.23%-417.2pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,810 | $4,655-61.1% | $3,999-54.7% | $6,407-71.8% |
| Admin fee / account holder | $380 | $6,348-94.0% | $5,696-93.3% | $12,270-96.9% |