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 | $76,056 | $201,259-62.2% | $184,200-58.7% | $145,959-47.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.21% | 28.98%+1.2pp | 28.80%+1.4pp | 561.95%-531.7pp |
| Employer contribution / active EE | $16,500 | $7,018+135.1% | $6,424+156.9% | $4,661+254.0% |
| Participant deferral / active EE | $1,000 | $9,806-89.8% | $9,132-89.0% | $6,689-85.0% |
| Admin fee / account holder | $2,251 | $16,372-86.3% | $13,907-83.8% | $13,398-83.2% |