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 | $26,681 | $92,798-71.2% | $96,707-72.4% | $137,256-80.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 80.4%+3.0pp | 80.0%+3.4pp |
| Annual return | 10.94% | 31.24%-20.3pp | 34.78%-23.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,224 | $4,147-46.4% | $4,191-46.9% | $4,156-46.5% |
| Participant deferral / active EE | $6,342 | $5,877+7.9% | $5,997+5.8% | $6,407-1.0% |
| Admin fee / account holder | $72,874 | $7,946+817.2% | $7,503+871.3% | $12,270+493.9% |