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 | $184,955 | $100,970+83.2% | $96,576+91.5% | $137,256+34.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.84% | 38.16%-26.3pp | 38.47%-26.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,945 | $3,809-48.9% | $3,553-45.2% | $4,156-53.2% |
| Participant deferral / active EE | $7,593 | $8,286-8.4% | $7,956-4.6% | $6,407+18.5% |
| Admin fee / account holder | $30,118 | $11,312+166.2% | $11,381+164.6% | $12,270+145.5% |