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 7-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 | $11,134 | $58,234-80.9% | $81,783-86.4% | $80,874-86.2% |
| Participation rate | 70.3% | 63.4%+6.8pp | 72.4%-2.1pp | 67.6%+2.6pp |
| Annual return | 11.77% | 41.70%-29.9pp | 775.05%-763.3pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,158 | $3,283-34.3% | $4,320-50.1% | $4,297-49.8% |
| Admin fee / account holder | $862 | $4,982-82.7% | $7,380-88.3% | $6,935-87.6% |