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 5-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.
Participant 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 | $38,383 | $159,934-76.0% | $147,005-73.9% | $145,959-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.79% | 98.24%-67.4pp | 418.76%-388.0pp | 561.95%-531.2pp |
| Employer contribution / active EE | $2,111 | $5,287-60.1% | $4,934-57.2% | $4,661-54.7% |
| Participant deferral / active EE | $1,041 | $8,427-87.6% | $8,070-87.1% | $6,689-84.4% |
| Admin fee / account holder | $5,434 | $15,053-63.9% | $13,006-58.2% | $13,398-59.4% |