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 | $123,829 | $88,710+39.6% | $81,783+51.4% | $145,959-15.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.22% | 1027.26%-1019.0pp | 775.05%-766.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,881 | $3,083-39.0% | $2,913-35.4% | $4,661-59.6% |
| Participant deferral / active EE | $6,713 | $4,645+44.5% | $4,320+55.4% | $6,689+0.4% |
| Admin fee / account holder | $20,608 | $8,407+145.1% | $7,380+179.2% | $13,398+53.8% |