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 | $93,968 | $172,111-45.4% | $150,298-37.5% | $137,256-31.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.68% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $5,292 | $4,636+14.1% | $4,154+27.4% | $4,156+27.3% |
| Participant deferral / active EE | $10,015 | $6,166+62.4% | $5,453+83.7% | $6,407+56.3% |
| Admin fee / account holder | $18,014 | $16,471+9.4% | $14,116+27.6% | $12,270+46.8% |