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 | $184,044 | $209,336-12.1% | $197,124-6.6% | $137,256+34.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.47% | 48.09%-38.6pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,712 | $6,591-74.0% | $6,227-72.5% | $4,156-58.8% |
| Participant deferral / active EE | $2,176 | $9,614-77.4% | $9,135-76.2% | $6,407-66.0% |
| Admin fee / account holder | $3,326 | $17,308-80.8% | $16,298-79.6% | $12,270-72.9% |