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 7-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 | $42,954 | $25,014+71.7% | $69,701-38.4% | $80,874-46.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 7.05% | 19.07%-12.0pp | 100.32%-93.3pp | 35.62%-28.6pp |
| Employer contribution / active EE | $6,124 | $993+516.7% | $1,713+257.5% | $2,756+122.3% |
| Participant deferral / active EE | $6,176 | $1,839+235.9% | $2,887+113.9% | $4,297+43.7% |
| Admin fee / account holder | $646 | $2,488-74.0% | $4,717-86.3% | $6,935-90.7% |