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 | $27,146 | $209,336-87.0% | $197,124-86.2% | $137,256-80.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.44% | 48.09%-37.6pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,659 | $6,591-44.5% | $6,227-41.3% | $4,156-12.0% |
| Participant deferral / active EE | $18,182 | $9,614+89.1% | $9,135+99.0% | $6,407+183.8% |
| Admin fee / account holder | $36,500 | $17,308+110.9% | $16,298+124.0% | $12,270+197.5% |