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 | $30,797 | $86,922-64.6% | $102,438-69.9% | $80,874-61.9% |
| Participation rate | 87.3% | 72.4%+15.0pp | 76.5%+10.8pp | 67.6%+19.7pp |
| Annual return | 12.30% | 18.90%-6.6pp | 29.37%-17.1pp | 35.62%-23.3pp |
| Employer contribution / active EE | $3,165 | $2,369+33.6% | $3,024+4.7% | $2,756+14.8% |
| Participant deferral / active EE | $1,232 | $4,119-70.1% | $5,054-75.6% | $4,297-71.3% |
| Admin fee / account holder | $1,114 | $8,050-86.2% | $9,448-88.2% | $6,935-83.9% |