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 | $143,679 | $112,729+27.5% | $98,716+45.5% | $137,256+4.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 11.77% | 38.48%-26.7pp | 31.81%-20.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $930 | $2,725-65.9% | $2,279-59.2% | $4,156-77.6% |
| Participant deferral / active EE | $1,025 | $4,640-77.9% | $4,048-74.7% | $6,407-84.0% |
| Admin fee / account holder | $14,609 | $10,129+44.2% | $8,703+67.9% | $12,270+19.1% |