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 | $161,940 | $57,590+181.2% | $86,233+87.8% | $82,448+96.4% |
| Participation rate | 90.9% | 57.9%+33.0pp | 69.0%+21.9pp | 68.1%+22.8pp |
| Annual return | 13.28% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,132 | $1,655+28.8% | $2,504-14.9% | $2,551-16.4% |
| Participant deferral / active EE | $6,501 | $3,080+111.1% | $4,559+42.6% | $4,139+57.1% |
| Admin fee / account holder | $3,457 | $4,730-26.9% | $8,342-58.6% | $7,234-52.2% |