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 | $21,739 | $149,040-85.4% | $120,225-81.9% | $137,256-84.2% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 15.77% | 605.68%-589.9pp | 439.23%-423.5pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,322 | $4,655+100.3% | $3,999+133.1% | $6,407+45.5% |
| Admin fee / account holder | $2,214 | $6,348-65.1% | $5,696-61.1% | $12,270-82.0% |