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 | $199,898 | $97,125+105.8% | $86,233+131.8% | $137,256+45.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.60% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,383 | $2,841-16.1% | $2,504-4.8% | $4,156-42.7% |
| Participant deferral / active EE | $528 | $5,180-89.8% | $4,559-88.4% | $6,407-91.8% |
| Admin fee / account holder | $2,121 | $9,725-78.2% | $8,342-74.6% | $12,270-82.7% |