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 | $16,568 | $154,228-89.3% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 17.53% | 74.59%-57.1pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,246 | $8,216-72.7% | $7,897-71.6% | $6,407-64.9% |
| Admin fee / account holder | $348 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |