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 8-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 | $12,065 | $180,749-93.3% | $160,784-92.5% | $137,256-91.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.93% | 2234.46%-2222.5pp | 1803.92%-1792.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,741 | $4,155-58.1% | $3,733-53.4% | $4,156-58.1% |
| Participant deferral / active EE | $171 | $6,844-97.5% | $6,293-97.3% | $6,407-97.3% |
| Admin fee / account holder | $1,049 | $10,397-89.9% | $9,717-89.2% | $12,270-91.5% |