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 4-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 | $20,457 | $72,071-71.6% | $68,368-70.1% | $137,256-85.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.24% | 353.14%-347.9pp | 292.57%-287.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $4,470 | $2,788+60.3% | $2,649+68.7% | $4,156+7.6% |
| Participant deferral / active EE | $3,225 | $4,410-26.9% | $4,123-21.8% | $6,407-49.7% |
| Admin fee / account holder | $9,129 | $5,336+71.1% | $5,150+77.3% | $12,270-25.6% |