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 7-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 | $22,706 | $78,520-71.1% | $96,576-76.5% | $82,448-72.5% |
| Participation rate | 79.4% | 77.7%+1.6pp | 81.4%-2.1pp | 68.1%+11.3pp |
| Annual return | 17.69% | 41.30%-23.6pp | 38.47%-20.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,022 | $2,630-61.1% | $3,553-71.2% | $2,551-59.9% |
| Participant deferral / active EE | $2,422 | $6,754-64.1% | $7,956-69.6% | $4,139-41.5% |
| Admin fee / account holder | $524 | $13,455-96.1% | $11,381-95.4% | $7,234-92.8% |