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 | $144,427 | $159,934-9.7% | $147,005-1.8% | $145,959-1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.98% | 98.24%-73.3pp | 418.76%-393.8pp | 561.95%-537.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $54,422 | $8,427+545.8% | $8,070+574.4% | $6,689+713.7% |
| Admin fee / account holder | $1,694 | $15,053-88.7% | $13,006-87.0% | $13,398-87.4% |