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 | $104,039 | $209,336-50.3% | $197,124-47.2% | $137,256-24.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.85% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $4,833 | $6,591-26.7% | $6,227-22.4% | $4,156+16.3% |
| Participant deferral / active EE | $5,672 | $9,614-41.0% | $9,135-37.9% | $6,407-11.5% |
| Admin fee / account holder | $10,657 | $17,308-38.4% | $16,298-34.6% | $12,270-13.1% |