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 | $122,842 | $108,825+12.9% | $156,181-21.3% | $82,448+49.0% |
| Participation rate | 91.3% | 72.4%+18.9pp | 78.8%+12.5pp | 68.1%+23.2pp |
| Annual return | 12.90% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $670 | $2,870-76.7% | $4,294-84.4% | $2,551-73.7% |
| Participant deferral / active EE | $3,490 | $4,577-23.7% | $6,132-43.1% | $4,139-15.7% |
| Admin fee / account holder | $21,284 | $9,341+127.9% | $14,586+45.9% | $7,234+194.2% |