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 | $94,842 | $180,749-47.5% | $160,784-41.0% | $137,256-30.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.01% | 2234.46%-2224.5pp | 1803.92%-1793.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $5,729 | $4,155+37.9% | $3,733+53.5% | $4,156+37.8% |
| Participant deferral / active EE | $6,726 | $6,844-1.7% | $6,293+6.9% | $6,407+5.0% |
| Admin fee / account holder | $3,943 | $10,397-62.1% | $9,717-59.4% | $12,270-67.9% |