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 | $74,185 | $95,453-22.3% | $112,040-33.8% | $82,448-10.0% |
| Participation rate | 94.3% | 72.8%+21.6pp | 76.5%+17.8pp | 68.1%+26.3pp |
| Annual return | 15.30% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,019 | $2,318+30.2% | $2,954+2.2% | $2,551+18.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,678 | $9,013-59.2% | $12,098-69.6% | $7,234-49.2% |