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 | $233,088 | $159,934+45.7% | $147,005+58.6% | $145,959+59.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.96% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,047 | $8,427+7.4% | $8,070+12.1% | $6,689+35.3% |
| Admin fee / account holder | $7,430 | $15,053-50.6% | $13,006-42.9% | $13,398-44.5% |