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 | $73,769 | $172,111-57.1% | $150,298-50.9% | $137,256-46.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.94% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,986 | $4,636-35.6% | $4,154-28.1% | $4,156-28.2% |
| Participant deferral / active EE | $7,819 | $6,166+26.8% | $5,453+43.4% | $6,407+22.0% |
| Admin fee / account holder | $19,070 | $16,471+15.8% | $14,116+35.1% | $12,270+55.4% |