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 | $73,259 | $159,934-54.2% | $147,005-50.2% | $145,959-49.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 6.78% | 98.24%-91.5pp | 418.76%-412.0pp | 561.95%-555.2pp |
| Employer contribution / active EE | $12,428 | $5,287+135.1% | $4,934+151.9% | $4,661+166.6% |
| Participant deferral / active EE | $7,016 | $8,427-16.7% | $8,070-13.1% | $6,689+4.9% |
| Admin fee / account holder | $20,751 | $15,053+37.8% | $13,006+59.5% | $13,398+54.9% |