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 | $66,362 | $101,618-34.7% | $93,063-28.7% | $137,256-51.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 9.19% | 223.95%-214.8pp | 34.15%-25.0pp | 220.34%-211.1pp |
| Employer contribution / active EE | $4,901 | $2,707+81.0% | $2,476+97.9% | $4,156+17.9% |
| Participant deferral / active EE | $3,665 | $4,279-14.3% | $3,958-7.4% | $6,407-42.8% |
| Admin fee / account holder | $8,074 | $6,198+30.3% | $6,033+33.8% | $12,270-34.2% |