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 6-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 | $65,408 | $154,228-57.6% | $145,433-55.0% | $137,256-52.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.15% | 74.59%-69.4pp | 66.58%-61.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,964 | $4,804-59.1% | $4,554-56.9% | $4,156-52.7% |
| Participant deferral / active EE | $5,875 | $8,216-28.5% | $7,897-25.6% | $6,407-8.3% |
| Admin fee / account holder | $1,022,936 | $14,344+7031.7% | $13,129+7691.4% | $12,270+8236.8% |