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 | $23,709 | $81,446-70.9% | $103,374-77.1% | $80,874-70.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.76% | 25.57%-10.8pp | 24.89%-10.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,336 | $3,107-57.0% | $3,869-65.5% | $2,756-51.5% |
| Participant deferral / active EE | $553 | $3,870-85.7% | $5,058-89.1% | $4,297-87.1% |
| Admin fee / account holder | $4,285 | $6,715-36.2% | $8,394-49.0% | $6,935-38.2% |