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 | $44,509 | $102,382-56.5% | $147,005-69.7% | $80,874-45.0% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 11.44% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,600 | $3,715-30.0% | $4,934-47.3% | $2,756-5.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $451 | $7,942-94.3% | $13,006-96.5% | $6,935-93.5% |