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 | $7,187 | $76,407-90.6% | $150,298-95.2% | $82,448-91.3% |
| Participation rate | 82.2% | 66.4%+15.8pp | 77.8%+4.5pp | 68.1%+14.2pp |
| Annual return | 7.06% | 39.99%-32.9pp | 62.79%-55.7pp | 41.64%-34.6pp |
| Employer contribution / active EE | $1,430 | $2,614-45.3% | $4,154-65.6% | $2,551-44.0% |
| Participant deferral / active EE | $2,423 | $3,214-24.6% | $5,453-55.6% | $4,139-41.5% |
| Admin fee / account holder | $10,924 | $6,352+72.0% | $14,116-22.6% | $7,234+51.0% |