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 | $61,281 | $97,125-36.9% | $86,233-28.9% | $137,256-55.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 6.63% | 74.19%-67.6pp | 61.39%-54.8pp | 220.34%-213.7pp |
| Employer contribution / active EE | $5,204 | $2,841+83.1% | $2,504+107.8% | $4,156+25.2% |
| Participant deferral / active EE | $15,186 | $5,180+193.2% | $4,559+233.1% | $6,407+137.0% |
| Admin fee / account holder | $35,653 | $9,725+266.6% | $8,342+327.4% | $12,270+190.6% |