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 10-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 | $114,781 | $154,228-25.6% | $145,433-21.1% | $137,256-16.4% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 15.59% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $591 | $4,804-87.7% | $4,554-87.0% | $4,156-85.8% |
| Participant deferral / active EE | $4,301 | $8,216-47.6% | $7,897-45.5% | $6,407-32.9% |
| Admin fee / account holder | $24,487 | $14,344+70.7% | $13,129+86.5% | $12,270+99.6% |