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 4-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 | $63,166 | $180,749-65.1% | $160,784-60.7% | $137,256-54.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.91% | 2234.46%-2229.6pp | 1803.92%-1799.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $3,014 | $4,155-27.5% | $3,733-19.3% | $4,156-27.5% |
| Participant deferral / active EE | $12,882 | $6,844+88.2% | $6,293+104.7% | $6,407+101.1% |
| Admin fee / account holder | $6,561 | $10,397-36.9% | $9,717-32.5% | $12,270-46.5% |