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 8-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 | $85,500 | $94,031-9.1% | $115,768-26.1% | $82,448+3.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 6.59% | 20.61%-14.0pp | 100.46%-93.9pp | 41.64%-35.1pp |
| Employer contribution / active EE | $9,420 | $2,323+305.5% | $2,940+220.4% | $2,551+269.3% |
| Participant deferral / active EE | $5,217 | $3,972+31.4% | $4,917+6.1% | $4,139+26.0% |
| Admin fee / account holder | $4,083 | $10,249-60.2% | $12,439-67.2% | $7,234-43.6% |