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.)
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 | $126,914 | $288,797-56.1% | $239,577-47.0% | $382,429-66.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 9.32% | -3.30%+12.6pp | -0.70%+10.0pp | 248.85%-239.5pp |
| Employer contribution / active EE | $15,789 | $8,558+84.5% | $7,232+118.3% | $8,036+96.5% |
| Participant deferral / active EE | $5,670 | $6,420-11.7% | $5,676-0.1% | $5,727-1.0% |
| Admin fee / account holder | $16,259 | $18,649-12.8% | $19,315-15.8% | $30,732-47.1% |