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 | $24,126 | $55,472-56.5% | $155,567-84.5% | $74,546-67.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.50% | 268.72%-259.2pp | 64.74%-55.2pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $831 | $2,269-63.4% | $4,674-82.2% | $2,624-68.4% |
| Participant deferral / active EE | $1,911 | $2,838-32.7% | $5,628-66.0% | $4,347-56.0% |
| Admin fee / account holder | $1,229 | $1,743-29.5% | $15,916-92.3% | $1,944-36.8% |