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 | $137,293 | $88,710+54.8% | $81,783+67.9% | $145,959-5.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.03% | 1027.26%-1016.2pp | 775.05%-764.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $6,879 | $3,083+123.1% | $2,913+136.2% | $4,661+47.6% |
| Participant deferral / active EE | $198 | $4,645-95.7% | $4,320-95.4% | $6,689-97.0% |
| Admin fee / account holder | $18,767 | $8,407+123.2% | $7,380+154.3% | $13,398+40.1% |