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.
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 | $150,629 | $63,703+136.5% | $93,063+61.9% | $82,448+82.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 10.32% | -775.43%+785.7pp | 34.15%-23.8pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,323 | $1,729+34.4% | $2,476-6.2% | $2,551-9.0% |
| Participant deferral / active EE | $9,052 | $2,919+210.1% | $3,958+128.7% | $4,139+118.7% |
| Admin fee / account holder | $1,335 | $5,982-77.7% | $6,033-77.9% | $7,234-81.5% |