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 6-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 | $13,082 | $72,071-81.8% | $68,368-80.9% | $137,256-90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.41% | 353.14%-341.7pp | 292.57%-281.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,551 | $2,788-44.4% | $2,649-41.5% | $4,156-62.7% |
| Participant deferral / active EE | $2,651 | $4,410-39.9% | $4,123-35.7% | $6,407-58.6% |
| Admin fee / account holder | $2,417 | $5,336-54.7% | $5,150-53.1% | $12,270-80.3% |