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 | $123,699 | $88,672+39.5% | $105,223+17.6% | $82,448+50.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.72% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $10,704 | $3,048+251.2% | $3,689+190.2% | $2,551+319.6% |
| Participant deferral / active EE | $7,242 | $4,036+79.4% | $5,072+42.8% | $4,139+75.0% |
| Admin fee / account holder | $4,945 | $7,146-30.8% | $8,859-44.2% | $7,234-31.6% |