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 6-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 | $33,926 | $77,164-56.0% | $178,014-80.9% | $80,874-58.1% |
| Participation rate | 79.4% | 65.7%+13.7pp | 77.1%+2.3pp | 67.6%+11.8pp |
| Annual return | 14.09% | 18.09%-4.0pp | 294.80%-280.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $450 | $2,288-80.3% | $3,950-88.6% | $2,756-83.7% |
| Participant deferral / active EE | $4,677 | $4,408+6.1% | $6,276-25.5% | $4,297+8.8% |
| Admin fee / account holder | $1,216 | $7,164-83.0% | $10,362-88.3% | $6,935-82.5% |