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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,647 | $76,407-12.8% | $150,298-55.7% | $82,448-19.2% |
| Participation rate | 71.9% | 66.4%+5.5pp | 77.8%-5.9pp | 68.1%+3.8pp |
| Annual return | 10.50% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,489 | $3,214+8.5% | $5,453-36.0% | $4,139-15.7% |
| Admin fee / account holder | $5,426 | $6,352-14.6% | $14,116-61.6% | $7,234-25.0% |