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 | $96,169 | $111,535-13.8% | $105,223-8.6% | $137,256-29.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.06% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $8,092 | $3,939+105.4% | $3,689+119.4% | $4,156+94.7% |
| Participant deferral / active EE | $318 | $5,500-94.2% | $5,072-93.7% | $6,407-95.0% |
| Admin fee / account holder | $3,788 | $9,721-61.0% | $8,859-57.2% | $12,270-69.1% |