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 9-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 | $23,398 | $77,523-69.8% | $100,383-76.7% | $80,874-71.1% |
| Participation rate | 72.8% | 77.0%-4.1pp | 81.5%-8.7pp | 67.6%+5.2pp |
| Annual return | 15.09% | 37.21%-22.1pp | 49.26%-34.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $3,263 | $2,801+16.5% | $3,944-17.3% | $2,756+18.4% |
| Participant deferral / active EE | $1,820 | $6,822-73.3% | $8,086-77.5% | $4,297-57.7% |
| Admin fee / account holder | $688 | $5,899-88.3% | $7,900-91.3% | $6,935-90.1% |