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 | $156,277 | $159,934-2.3% | $147,005+6.3% | $145,959+7.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.73% | 98.24%-90.5pp | 418.76%-411.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $5,677 | $5,287+7.4% | $4,934+15.1% | $4,661+21.8% |
| Participant deferral / active EE | $7,943 | $8,427-5.7% | $8,070-1.6% | $6,689+18.8% |
| Admin fee / account holder | $11,349 | $15,053-24.6% | $13,006-12.7% | $13,398-15.3% |