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 | $19,054 | $87,166-78.1% | $76,735-75.2% | $137,256-86.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 9.67% | 26.50%-16.8pp | 29.77%-20.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,000 | $2,904-65.6% | $2,454-59.3% | $4,156-76.0% |
| Participant deferral / active EE | $1,825 | $4,726-61.4% | $4,088-55.4% | $6,407-71.5% |
| Admin fee / account holder | $325 | $8,403-96.1% | $7,189-95.5% | $12,270-97.3% |