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 | $55,947 | $51,638+8.3% | $68,368-18.2% | $82,448-32.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 7.33% | 37.53%-30.2pp | 292.57%-285.2pp | 41.64%-34.3pp |
| Employer contribution / active EE | $3,847 | $2,047+88.0% | $2,649+45.2% | $2,551+50.8% |
| Participant deferral / active EE | $4,674 | $2,914+60.4% | $4,123+13.4% | $4,139+12.9% |
| Admin fee / account holder | $645 | $4,643-86.1% | $5,150-87.5% | $7,234-91.1% |