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 | $166,420 | $111,814+48.8% | $103,374+61.0% | $145,959+14.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 18.41% | 24.77%-6.4pp | 24.89%-6.5pp | 561.95%-543.5pp |
| Employer contribution / active EE | $877 | $4,214-79.2% | $3,869-77.3% | $4,661-81.2% |
| Participant deferral / active EE | $1,083 | $5,618-80.7% | $5,058-78.6% | $6,689-83.8% |
| Admin fee / account holder | $94,199 | $9,754+865.7% | $8,394+1022.2% | $13,398+603.1% |