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 | $134,995 | $154,228-12.5% | $145,433-7.2% | $137,256-1.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.15% | 74.59%-70.4pp | 66.58%-62.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $3,433 | $4,804-28.5% | $4,554-24.6% | $4,156-17.4% |
| Participant deferral / active EE | $24,365 | $8,216+196.5% | $7,897+208.5% | $6,407+280.3% |
| Admin fee / account holder | $335 | $14,344-97.7% | $13,129-97.4% | $12,270-97.3% |