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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,945 | $209,336-79.5% | $197,124-78.2% | $137,256-68.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.14% | 48.09%-37.0pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,885 | $6,591-71.4% | $6,227-69.7% | $4,156-54.6% |
| Participant deferral / active EE | $1,969 | $9,614-79.5% | $9,135-78.4% | $6,407-69.3% |
| Admin fee / account holder | $16,901 | $17,308-2.3% | $16,298+3.7% | $12,270+37.7% |