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.
Employer 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 | $73,614 | $72,071+2.1% | $68,368+7.7% | $137,256-46.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.87% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $183 | $2,788-93.4% | $2,649-93.1% | $4,156-95.6% |
| Participant deferral / active EE | $183 | $4,410-95.8% | $4,123-95.6% | $6,407-97.1% |
| Admin fee / account holder | $620 | $5,336-88.4% | $5,150-88.0% | $12,270-94.9% |