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 | $124,465 | $159,934-22.2% | $147,005-15.3% | $145,959-14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.11% | 98.24%-90.1pp | 418.76%-410.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $6,950 | $5,287+31.4% | $4,934+40.9% | $4,661+49.1% |
| Participant deferral / active EE | $19,075 | $8,427+126.3% | $8,070+136.4% | $6,689+185.2% |
| Admin fee / account holder | $6,211 | $15,053-58.7% | $13,006-52.2% | $13,398-53.6% |