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 | $76,503 | $183,592-58.3% | $155,567-50.8% | $145,959-47.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.66% | 61.24%-53.6pp | 64.74%-57.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,977 | $5,315-62.8% | $4,674-57.7% | $4,661-57.6% |
| Participant deferral / active EE | $3,194 | $6,464-50.6% | $5,628-43.2% | $6,689-52.2% |
| Admin fee / account holder | $7,201 | $19,318-62.7% | $15,916-54.8% | $13,398-46.3% |