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 | $96,661 | $106,749-9.5% | $145,433-33.5% | $82,448+17.2% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 12.22% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $4,428 | $3,444+28.5% | $4,554-2.8% | $2,551+73.6% |
| Participant deferral / active EE | $8,038 | $6,519+23.3% | $7,897+1.8% | $4,139+94.2% |
| Admin fee / account holder | $1,796 | $8,390-78.6% | $13,129-86.3% | $7,234-75.2% |