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 | $20,205 | $154,228-86.9% | $145,433-86.1% | $137,256-85.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.42% | 74.59%-68.2pp | 66.58%-60.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $4,025 | $4,804-16.2% | $4,554-11.6% | $4,156-3.2% |
| Participant deferral / active EE | $4,192 | $8,216-49.0% | $7,897-46.9% | $6,407-34.6% |
| Admin fee / account holder | $13,978 | $14,344-2.5% | $13,129+6.5% | $12,270+13.9% |