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 | $27,000 | $132,634-79.6% | $115,768-76.7% | $137,256-80.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 5.01% | 160.70%-155.7pp | 100.46%-95.4pp | 220.34%-215.3pp |
| Employer contribution / active EE | $5,860 | $3,360+74.4% | $2,940+99.3% | $4,156+41.0% |
| Participant deferral / active EE | $10,313 | $5,619+83.6% | $4,917+109.8% | $6,407+61.0% |
| Admin fee / account holder | $7,234 | $15,028-51.9% | $12,439-41.8% | $12,270-41.0% |