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 4-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 | $43,813 | $44,984-2.6% | $85,009-48.5% | $74,546-41.2% |
| Participation rate | 96.9% | 49.4%+47.5pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | 60.32% | 26.25%+34.1pp | 66.47%-6.2pp | 1366.03%-1305.7pp |
| Employer contribution / active EE | $6,344 | $1,458+335.1% | $2,728+132.5% | $2,624+141.7% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1,651 | $2,208-25.2% | $6,153-73.2% | $1,944-15.0% |