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 | $76,596 | $71,057+7.8% | $93,654-18.2% | $80,874-5.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 7.76% | 11.26%-3.5pp | 133.34%-125.6pp | 35.62%-27.9pp |
| Employer contribution / active EE | $1,298 | $1,564-17.0% | $2,421-46.4% | $2,756-52.9% |
| Participant deferral / active EE | $3,161 | $4,034-21.6% | $4,413-28.4% | $4,297-26.4% |
| Admin fee / account holder | $4,301 | $6,944-38.1% | $8,282-48.1% | $6,935-38.0% |