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.
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 | $58,294 | $106,749-45.4% | $145,433-59.9% | $82,448-29.3% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 11.48% | 27.59%-16.1pp | 66.58%-55.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $918 | $3,444-73.3% | $4,554-79.8% | $2,551-64.0% |
| Participant deferral / active EE | $2,539 | $6,519-61.1% | $7,897-67.9% | $4,139-38.7% |
| Admin fee / account holder | $3,582 | $8,390-57.3% | $13,129-72.7% | $7,234-50.5% |