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 | $11,179 | $172,111-93.5% | $150,298-92.6% | $137,256-91.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.37% | 69.37%-65.0pp | 62.79%-58.4pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,337 | $4,636-71.2% | $4,154-67.8% | $4,156-67.8% |
| Participant deferral / active EE | $2,716 | $6,166-55.9% | $5,453-50.2% | $6,407-57.6% |
| Admin fee / account holder | $137,942 | $16,471+737.5% | $14,116+877.2% | $12,270+1024.2% |