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.
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 | $224,423 | $178,174+26.0% | $156,181+43.7% | $137,256+63.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 11.51% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,566 | $4,972-68.5% | $4,294-63.5% | $4,156-62.3% |
| Participant deferral / active EE | $1,984 | $6,888-71.2% | $6,132-67.6% | $6,407-69.0% |
| Admin fee / account holder | $119,144 | $17,404+584.6% | $14,586+716.8% | $12,270+871.0% |