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 | $45,150 | $112,729-59.9% | $98,716-54.3% | $137,256-67.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.71% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $623 | $2,725-77.1% | $2,279-72.7% | $4,156-85.0% |
| Participant deferral / active EE | $701 | $4,640-84.9% | $4,048-82.7% | $6,407-89.1% |
| Admin fee / account holder | $711 | $10,129-93.0% | $8,703-91.8% | $12,270-94.2% |