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 | $147,641 | $80,812+82.7% | $160,784-8.2% | $82,448+79.1% |
| Participation rate | 74.3% | 66.2%+8.1pp | 77.0%-2.7pp | 68.1%+6.2pp |
| Annual return | 11.93% | 100.59%-88.7pp | 1803.92%-1792.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,760 | $2,174+27.0% | $3,733-26.1% | $2,551+8.2% |
| Participant deferral / active EE | $7,814 | $4,335+80.2% | $6,293+24.2% | $4,139+88.8% |
| Admin fee / account holder | $58,773 | $7,695+663.8% | $9,717+504.8% | $7,234+712.4% |