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 | $65,857 | $100,004-34.1% | $81,438-19.1% | $145,959-54.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.08% | 34.34%-27.3pp | 24.74%-17.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $3,833 | $2,970+29.1% | $2,460+55.8% | $4,661-17.8% |
| Participant deferral / active EE | $12,777 | $4,603+177.6% | $3,883+229.0% | $6,689+91.0% |
| Admin fee / account holder | $19,095 | $8,202+132.8% | $5,764+231.3% | $13,398+42.5% |