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 4-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 | $92,490 | $111,535-17.1% | $105,223-12.1% | $137,256-32.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.53% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $4,645 | $3,939+17.9% | $3,689+25.9% | $4,156+11.8% |
| Participant deferral / active EE | $8,796 | $5,500+59.9% | $5,072+73.4% | $6,407+37.3% |
| Admin fee / account holder | $65,759 | $9,721+576.4% | $8,859+642.3% | $12,270+435.9% |