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 | $44,969 | $102,382-56.1% | $147,005-69.4% | $80,874-44.4% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 14.13% | 134.89%-120.8pp | 418.76%-404.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,530 | $3,715-31.9% | $4,934-48.7% | $2,756-8.2% |
| Participant deferral / active EE | $2,571 | $6,646-61.3% | $8,070-68.1% | $4,297-40.2% |
| Admin fee / account holder | $462 | $7,942-94.2% | $13,006-96.4% | $6,935-93.3% |