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 | $38,203 | $183,592-79.2% | $155,567-75.4% | $145,959-73.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.93% | 61.24%-59.3pp | 64.74%-62.8pp | 561.95%-560.0pp |
| Employer contribution / active EE | $2,725 | $5,315-48.7% | $4,674-41.7% | $4,661-41.5% |
| Participant deferral / active EE | $6,236 | $6,464-3.5% | $5,628+10.8% | $6,689-6.8% |
| Admin fee / account holder | $635 | $19,318-96.7% | $15,916-96.0% | $13,398-95.3% |