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 3-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 | $45,910 | $72,071-36.3% | $68,368-32.8% | $137,256-66.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.69% | 353.14%-341.4pp | 292.57%-280.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $8,977 | $2,788+222.0% | $2,649+238.9% | $4,156+116.0% |
| Participant deferral / active EE | $6,329 | $4,410+43.5% | $4,123+53.5% | $6,407-1.2% |
| Admin fee / account holder | $30,554 | $5,336+472.6% | $5,150+493.3% | $12,270+149.0% |