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 | $45,007 | $67,823-33.6% | $52,425-14.1% | $137,256-67.2% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 14.92% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,285 | $1,163+268.5% | $914+368.7% | $4,156+3.1% |
| Participant deferral / active EE | $222 | $2,288-90.3% | $1,790-87.6% | $6,407-96.5% |
| Admin fee / account holder | $766 | $2,844-73.1% | $2,495-69.3% | $12,270-93.8% |