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 4-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 | $39,530 | $154,228-74.4% | $145,433-72.8% | $137,256-71.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 8.11% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,222 | $4,804-32.9% | $4,554-29.3% | $4,156-22.5% |
| Participant deferral / active EE | $10,910 | $8,216+32.8% | $7,897+38.1% | $6,407+70.3% |
| Admin fee / account holder | $1,516 | $14,344-89.4% | $13,129-88.5% | $12,270-87.6% |