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 | $74,994 | $97,125-22.8% | $86,233-13.0% | $137,256-45.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 3.76% | 74.19%-70.4pp | 61.39%-57.6pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,607 | $2,841-43.4% | $2,504-35.8% | $4,156-61.3% |
| Participant deferral / active EE | $3,167 | $5,180-38.9% | $4,559-30.5% | $6,407-50.6% |
| Admin fee / account holder | $75,755 | $9,725+679.0% | $8,342+808.1% | $12,270+517.4% |