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 | $153,071 | $159,934-4.3% | $147,005+4.1% | $145,959+4.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 98.24%-88.7pp | 418.76%-409.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $12,058 | $5,287+128.0% | $4,934+144.4% | $4,661+158.7% |
| Participant deferral / active EE | $16,238 | $8,427+92.7% | $8,070+101.2% | $6,689+142.8% |
| Admin fee / account holder | $12,346 | $15,053-18.0% | $13,006-5.1% | $13,398-7.8% |