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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,709 | $216,874-3.8% | $174,595+19.5% | $382,429-45.4% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.1%+14.9pp | 87.7%+12.3pp |
| Annual return | 11.11% | 7969.70%-7958.6pp | 6861.22%-6850.1pp | 248.85%-237.7pp |
| Employer contribution / active EE | $4,270 | $4,110+3.9% | $3,630+17.6% | $8,036-46.9% |
| Participant deferral / active EE | $9,135 | $4,809+89.9% | $4,379+108.6% | $5,727+59.5% |
| Admin fee / account holder | $1,498 | $12,030-87.5% | $10,352-85.5% | $30,732-95.1% |