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 | $95,401 | $95,453-0.1% | $112,040-14.9% | $82,448+15.7% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.5%+5.1pp | 68.1%+13.5pp |
| Annual return | 10.42% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,522 | $2,318-34.4% | $2,954-48.5% | $2,551-40.4% |
| Participant deferral / active EE | $5,460 | $4,224+29.3% | $5,098+7.1% | $4,139+31.9% |
| Admin fee / account holder | $32,722 | $9,013+263.0% | $12,098+170.5% | $7,234+352.3% |