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 | $31,470 | $76,407-58.8% | $150,298-79.1% | $82,448-61.8% |
| Participation rate | 90.7% | 66.4%+24.3pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 9.23% | 39.99%-30.8pp | 62.79%-53.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,099 | $2,614-19.7% | $4,154-49.5% | $2,551-17.7% |
| Participant deferral / active EE | $5,260 | $3,214+63.7% | $5,453-3.5% | $4,139+27.1% |
| Admin fee / account holder | $32,437 | $6,352+410.7% | $14,116+129.8% | $7,234+348.4% |