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 | $60,732 | $86,922-30.1% | $102,438-40.7% | $80,874-24.9% |
| Participation rate | 95.8% | 72.4%+23.4pp | 76.5%+19.3pp | 67.6%+28.1pp |
| Annual return | 9.52% | 18.90%-9.4pp | 29.37%-19.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,177 | $4,119+1.4% | $5,054-17.3% | $4,297-2.8% |
| Admin fee / account holder | $7,488 | $8,050-7.0% | $9,448-20.7% | $6,935+8.0% |