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 | $45,693 | $138,385-67.0% | $184,200-75.2% | $80,874-43.5% |
| Participation rate | 72.2% | 83.9%-11.6pp | 86.8%-14.6pp | 67.6%+4.6pp |
| Annual return | 12.52% | 20.02%-7.5pp | 28.80%-16.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $4,001 | $4,849-17.5% | $6,424-37.7% | $2,756+45.2% |
| Participant deferral / active EE | $1,694 | $7,073-76.0% | $9,132-81.4% | $4,297-60.6% |
| Admin fee / account holder | $1,188 | $10,483-88.7% | $13,907-91.5% | $6,935-82.9% |