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 7-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 | $95,879 | $172,111-44.3% | $150,298-36.2% | $137,256-30.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -79.67% | 69.37%-149.0pp | 62.79%-142.5pp | 220.34%-300.0pp |
| Employer contribution / active EE | $54,087 | $4,636+1066.6% | $4,154+1202.0% | $4,156+1201.4% |
| Participant deferral / active EE | $23,900 | $6,166+287.6% | $5,453+338.3% | $6,407+273.0% |
| Admin fee / account holder | $465 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |