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 5-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.)
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 | $13,633 | $154,228-91.2% | $145,433-90.6% | $137,256-90.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.53% | 74.59%-61.1pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,608 | $4,804-66.5% | $4,554-64.7% | $4,156-61.3% |
| Participant deferral / active EE | $1,491 | $8,216-81.8% | $7,897-81.1% | $6,407-76.7% |
| Admin fee / account holder | $312 | $14,344-97.8% | $13,129-97.6% | $12,270-97.5% |