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 | $62,709 | $81,233-22.8% | $155,567-59.7% | $80,874-22.5% |
| Participation rate | 85.1% | 66.2%+18.9pp | 78.2%+6.9pp | 67.6%+17.5pp |
| Annual return | 20.23% | 33.33%-13.1pp | 64.74%-44.5pp | 35.62%-15.4pp |
| Employer contribution / active EE | $320 | $3,101-89.7% | $4,674-93.2% | $2,756-88.4% |
| Participant deferral / active EE | $3,298 | $3,452-4.5% | $5,628-41.4% | $4,297-23.2% |
| Admin fee / account holder | $14,051 | $7,998+75.7% | $15,916-11.7% | $6,935+102.6% |