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 | $15,822 | $97,125-83.7% | $86,233-81.7% | $137,256-88.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 12.94% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $271 | $2,841-90.5% | $2,504-89.2% | $4,156-93.5% |
| Participant deferral / active EE | $574 | $5,180-88.9% | $4,559-87.4% | $6,407-91.0% |
| Admin fee / account holder | $1,053 | $9,725-89.2% | $8,342-87.4% | $12,270-91.4% |