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 9-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 | $70,806 | $172,111-58.9% | $150,298-52.9% | $137,256-48.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.51% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $9,745 | $4,636+110.2% | $4,154+134.6% | $4,156+134.5% |
| Participant deferral / active EE | $8,669 | $6,166+40.6% | $5,453+59.0% | $6,407+35.3% |
| Admin fee / account holder | $4,761 | $16,471-71.1% | $14,116-66.3% | $12,270-61.2% |