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 5-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 | $35,351 | $86,922-59.3% | $102,438-65.5% | $80,874-56.3% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.6%+16.3pp |
| Annual return | 14.81% | 18.90%-4.1pp | 29.37%-14.6pp | 35.62%-20.8pp |
| Employer contribution / active EE | $553 | $2,369-76.6% | $3,024-81.7% | $2,756-79.9% |
| Participant deferral / active EE | $3,330 | $4,119-19.1% | $5,054-34.1% | $4,297-22.5% |
| Admin fee / account holder | $2,066 | $8,050-74.3% | $9,448-78.1% | $6,935-70.2% |