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 | $51,836 | $72,071-28.1% | $68,368-24.2% | $137,256-62.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.38% | 353.14%-341.8pp | 292.57%-281.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $7,225 | $2,788+159.1% | $2,649+172.7% | $4,156+73.8% |
| Participant deferral / active EE | $10,211 | $4,410+131.5% | $4,123+147.7% | $6,407+59.4% |
| Admin fee / account holder | $1,603 | $5,336-70.0% | $5,150-68.9% | $12,270-86.9% |