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 | $131,079 | $126,519+3.6% | $106,201+23.4% | $145,959-10.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.53% | 225.10%-219.6pp | 116.26%-110.7pp | 561.95%-556.4pp |
| Employer contribution / active EE | $3,969 | $3,726+6.5% | $3,170+25.2% | $4,661-14.8% |
| Participant deferral / active EE | $6,264 | $5,716+9.6% | $5,012+25.0% | $6,689-6.4% |
| Admin fee / account holder | $3,038 | $17,312-82.4% | $11,039-72.5% | $13,398-77.3% |