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 | $110,769 | $57,590+92.3% | $86,233+28.5% | $82,448+34.4% |
| Participation rate | 86.5% | 57.9%+28.6pp | 69.0%+17.5pp | 68.1%+18.4pp |
| Annual return | 8.06% | 22.41%-14.4pp | 61.39%-53.3pp | 41.64%-33.6pp |
| Employer contribution / active EE | $2,720 | $1,655+64.3% | $2,504+8.6% | $2,551+6.6% |
| Participant deferral / active EE | $8,561 | $3,080+178.0% | $4,559+87.8% | $4,139+106.8% |
| Admin fee / account holder | $1,078 | $4,730-77.2% | $8,342-87.1% | $7,234-85.1% |