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 | $35,969 | $72,071-50.1% | $68,368-47.4% | $137,256-73.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.63% | 353.14%-347.5pp | 292.57%-286.9pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,946 | $2,788-30.2% | $2,649-26.5% | $4,156-53.2% |
| Participant deferral / active EE | $2,433 | $4,410-44.8% | $4,123-41.0% | $6,407-62.0% |
| Admin fee / account holder | $1,800 | $5,336-66.3% | $5,150-65.0% | $12,270-85.3% |