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 | $160,760 | $95,453+68.4% | $112,040+43.5% | $82,448+95.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.57% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,369 | $2,318+2.2% | $2,954-19.8% | $2,551-7.1% |
| Participant deferral / active EE | $4,568 | $4,224+8.1% | $5,098-10.4% | $4,139+10.4% |
| Admin fee / account holder | $22,997 | $9,013+155.1% | $12,098+90.1% | $7,234+217.9% |