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 5-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 | $100,785 | $154,228-34.7% | $145,433-30.7% | $137,256-26.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.17% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,120 | $4,804-35.1% | $4,554-31.5% | $4,156-24.9% |
| Participant deferral / active EE | $6,907 | $8,216-15.9% | $7,897-12.5% | $6,407+7.8% |
| Admin fee / account holder | $20,343 | $14,344+41.8% | $13,129+54.9% | $12,270+65.8% |