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 | $53,769 | $166,020-67.6% | $164,866-67.4% | $145,959-63.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.18% | 100.08%-97.9pp | 69.97%-67.8pp | 561.95%-559.8pp |
| Employer contribution / active EE | $11,887 | $5,275+125.4% | $4,343+173.7% | $4,661+155.0% |
| Participant deferral / active EE | $23,000 | $6,961+230.4% | $6,033+281.2% | $6,689+243.9% |
| Admin fee / account holder | $3,733 | $16,644-77.6% | $12,689-70.6% | $13,398-72.1% |