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 6-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 | $87,104 | $124,425-30.0% | $112,040-22.3% | $137,256-36.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.85% | 24.72%-18.9pp | 24.52%-18.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $10,125 | $3,411+196.8% | $2,954+242.8% | $4,156+143.6% |
| Participant deferral / active EE | $10,125 | $5,718+77.1% | $5,098+98.6% | $6,407+58.0% |
| Admin fee / account holder | $2,110 | $15,207-86.1% | $12,098-82.6% | $12,270-82.8% |