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 | $102,164 | $95,453+7.0% | $112,040-8.8% | $82,448+23.9% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.5%+20.3pp | 68.1%+28.7pp |
| Annual return | 11.85% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,988 | $2,318+28.9% | $2,954+1.1% | $2,551+17.1% |
| Participant deferral / active EE | $6,809 | $4,224+61.2% | $5,098+33.6% | $4,139+64.5% |
| Admin fee / account holder | $1,291 | $9,013-85.7% | $12,098-89.3% | $7,234-82.2% |