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 | $88,645 | $88,710-0.1% | $81,783+8.4% | $145,959-39.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 7.23% | 1027.26%-1020.0pp | 775.05%-767.8pp | 561.95%-554.7pp |
| Employer contribution / active EE | $850 | $3,083-72.4% | $2,913-70.8% | $4,661-81.8% |
| Participant deferral / active EE | $9,820 | $4,645+111.4% | $4,320+127.3% | $6,689+46.8% |
| Admin fee / account holder | $69,397 | $8,407+725.4% | $7,380+840.3% | $13,398+418.0% |