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 | $192,488 | $124,425+54.7% | $112,040+71.8% | $137,256+40.2% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | -2.57% | 24.72%-27.3pp | 24.52%-27.1pp | 220.34%-222.9pp |
| Employer contribution / active EE | $2,302 | $3,411-32.5% | $2,954-22.1% | $4,156-44.6% |
| Participant deferral / active EE | $5,399 | $5,718-5.6% | $5,098+5.9% | $6,407-15.7% |
| Admin fee / account holder | $12,850 | $15,207-15.5% | $12,098+6.2% | $12,270+4.7% |