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 | $36,424 | $90,397-59.7% | $76,002-52.1% | $145,959-75.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 8.66% | 621.97%-613.3pp | 360.07%-351.4pp | 561.95%-553.3pp |
| Employer contribution / active EE | $5,444 | $3,317+64.1% | $2,688+102.5% | $4,661+16.8% |
| Participant deferral / active EE | $300 | $5,163-94.2% | $4,257-93.0% | $6,689-95.5% |
| Admin fee / account holder | $10,417 | $8,369+24.5% | $6,414+62.4% | $13,398-22.2% |