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 10-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 | $118,801 | $183,592-35.3% | $155,567-23.6% | $145,959-18.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.36% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $1,837 | $5,315-65.4% | $4,674-60.7% | $4,661-60.6% |
| Participant deferral / active EE | $6,697 | $6,464+3.6% | $5,628+19.0% | $6,689+0.1% |
| Admin fee / account holder | $13,509 | $19,318-30.1% | $15,916-15.1% | $13,398+0.8% |