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 | $161,633 | $132,634+21.9% | $115,768+39.6% | $137,256+17.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 4.11% | 160.70%-156.6pp | 100.46%-96.3pp | 220.34%-216.2pp |
| Employer contribution / active EE | $14,460 | $3,360+330.4% | $2,940+391.9% | $4,156+247.9% |
| Participant deferral / active EE | $16,097 | $5,619+186.5% | $4,917+227.4% | $6,407+151.3% |
| Admin fee / account holder | $167,681 | $15,028+1015.8% | $12,439+1248.0% | $12,270+1266.6% |