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 | $86,889 | $87,166-0.3% | $76,735+13.2% | $137,256-36.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 9.86% | 26.50%-16.6pp | 29.77%-19.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,407 | $2,904-51.6% | $2,454-42.7% | $4,156-66.1% |
| Participant deferral / active EE | $13,776 | $4,726+191.5% | $4,088+237.0% | $6,407+115.0% |
| Admin fee / account holder | $13,062 | $8,403+55.4% | $7,189+81.7% | $12,270+6.5% |