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 6-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 | $88,513 | $154,228-42.6% | $145,433-39.1% | $137,256-35.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.00% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $17,035 | $4,804+254.6% | $4,554+274.0% | $4,156+309.9% |
| Participant deferral / active EE | $800 | $8,216-90.3% | $7,897-89.9% | $6,407-87.5% |
| Admin fee / account holder | $7,145 | $14,344-50.2% | $13,129-45.6% | $12,270-41.8% |