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 | $51,272 | $81,233-36.9% | $155,567-67.0% | $80,874-36.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.28% | 33.33%-24.0pp | 64.74%-55.5pp | 35.62%-26.3pp |
| Employer contribution / active EE | $2,949 | $3,101-4.9% | $4,674-36.9% | $2,756+7.0% |
| Participant deferral / active EE | $3,315 | $3,452-4.0% | $5,628-41.1% | $4,297-22.9% |
| Admin fee / account holder | $462 | $7,998-94.2% | $15,916-97.1% | $6,935-93.3% |