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 | $34,755 | $111,535-68.8% | $105,223-67.0% | $137,256-74.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 12.26% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,173 | $3,939-70.2% | $3,689-68.2% | $4,156-71.8% |
| Participant deferral / active EE | $1,228 | $5,500-77.7% | $5,072-75.8% | $6,407-80.8% |
| Admin fee / account holder | $304 | $9,721-96.9% | $8,859-96.6% | $12,270-97.5% |