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 | $138,101 | $132,634+4.1% | $115,768+19.3% | $137,256+0.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 12.67% | 160.70%-148.0pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,326 | $3,360+58.5% | $2,940+81.2% | $4,156+28.1% |
| Participant deferral / active EE | $394 | $5,619-93.0% | $4,917-92.0% | $6,407-93.9% |
| Admin fee / account holder | $1,751 | $15,028-88.3% | $12,439-85.9% | $12,270-85.7% |