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 | $31,227 | $209,336-85.1% | $197,124-84.2% | $137,256-77.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -2.04% | 48.09%-50.1pp | 44.34%-46.4pp | 220.34%-222.4pp |
| Employer contribution / active EE | $3,098 | $6,591-53.0% | $6,227-50.3% | $4,156-25.5% |
| Participant deferral / active EE | $3,098 | $9,614-67.8% | $9,135-66.1% | $6,407-51.7% |
| Admin fee / account holder | $275,040 | $17,308+1489.1% | $16,298+1587.6% | $12,270+2141.5% |