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 6-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 | $22,136 | $126,519-82.5% | $106,201-79.2% | $145,959-84.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.80% | 225.10%-215.3pp | 116.26%-106.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,374 | $3,726-9.4% | $3,170+6.4% | $4,661-27.6% |
| Participant deferral / active EE | $1,172 | $5,716-79.5% | $5,012-76.6% | $6,689-82.5% |
| Admin fee / account holder | $485 | $17,312-97.2% | $11,039-95.6% | $13,398-96.4% |