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 | $25,565 | $97,125-73.7% | $86,233-70.4% | $137,256-81.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 10.81% | 74.19%-63.4pp | 61.39%-50.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,309 | $2,841-18.7% | $2,504-7.8% | $4,156-44.4% |
| Participant deferral / active EE | $1,879 | $5,180-63.7% | $4,559-58.8% | $6,407-70.7% |
| Admin fee / account holder | $30,568 | $9,725+214.3% | $8,342+266.4% | $12,270+149.1% |