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 | $110,542 | $95,453+15.8% | $112,040-1.3% | $82,448+34.1% |
| Participation rate | 70.2% | 72.8%-2.5pp | 76.5%-6.3pp | 68.1%+2.1pp |
| Annual return | 10.44% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $3,517 | $2,318+51.8% | $2,954+19.1% | $2,551+37.9% |
| Participant deferral / active EE | $6,231 | $4,224+47.5% | $5,098+22.2% | $4,139+50.5% |
| Admin fee / account holder | $24,236 | $9,013+168.9% | $12,098+100.3% | $7,234+235.0% |