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 | $48,603 | $180,749-73.1% | $160,784-69.8% | $137,256-64.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 1.53% | 2234.46%-2232.9pp | 1803.92%-1802.4pp | 220.34%-218.8pp |
| Employer contribution / active EE | $27,492 | $4,155+561.6% | $3,733+636.5% | $4,156+561.5% |
| Participant deferral / active EE | $18,300 | $6,844+167.4% | $6,293+190.8% | $6,407+185.6% |
| Admin fee / account holder | $117,309 | $10,397+1028.3% | $9,717+1107.3% | $12,270+856.1% |