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 | $114,679 | $159,934-28.3% | $147,005-22.0% | $145,959-21.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.05% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,460 | $5,287-34.6% | $4,934-29.9% | $4,661-25.8% |
| Participant deferral / active EE | $2,801 | $8,427-66.8% | $8,070-65.3% | $6,689-58.1% |
| Admin fee / account holder | $6,701 | $15,053-55.5% | $13,006-48.5% | $13,398-50.0% |