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 | $22,502 | $88,710-74.6% | $81,783-72.5% | $145,959-84.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 15.72% | 1027.26%-1011.5pp | 775.05%-759.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,359 | $3,083-55.9% | $2,913-53.3% | $4,661-70.8% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $411 | $8,407-95.1% | $7,380-94.4% | $13,398-96.9% |