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 | $56,584 | $72,071-21.5% | $68,368-17.2% | $137,256-58.8% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 12.90% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,965 | $2,788+6.3% | $2,649+11.9% | $4,156-28.7% |
| Participant deferral / active EE | $5,313 | $4,410+20.5% | $4,123+28.9% | $6,407-17.1% |
| Admin fee / account holder | $6,096 | $5,336+14.2% | $5,150+18.4% | $12,270-50.3% |