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 | $104,492 | $201,259-48.1% | $184,200-43.3% | $145,959-28.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.42% | 28.98%-24.6pp | 28.80%-24.4pp | 561.95%-557.5pp |
| Employer contribution / active EE | $15,333 | $7,018+118.5% | $6,424+138.7% | $4,661+229.0% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $350,731 | $16,372+2042.2% | $13,907+2422.0% | $13,398+2517.8% |