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 9-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 | $43,581 | $172,111-74.7% | $150,298-71.0% | $137,256-68.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.76% | 69.37%-63.6pp | 62.79%-57.0pp | 220.34%-214.6pp |
| Employer contribution / active EE | $3,021 | $4,636-34.8% | $4,154-27.3% | $4,156-27.3% |
| Participant deferral / active EE | $8,726 | $6,166+41.5% | $5,453+60.0% | $6,407+36.2% |
| Admin fee / account holder | $479 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |