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 7-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 | $19,991 | $111,535-82.1% | $105,223-81.0% | $137,256-85.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.61% | 237.85%-231.2pp | 180.65%-174.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,932 | $3,939-25.6% | $3,689-20.5% | $4,156-29.5% |
| Participant deferral / active EE | $10,879 | $5,500+97.8% | $5,072+114.5% | $6,407+69.8% |
| Admin fee / account holder | $28,432 | $9,721+192.5% | $8,859+220.9% | $12,270+131.7% |