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 3-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 | $25,093 | $100,970-75.1% | $96,576-74.0% | $137,256-81.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 7.39% | 38.16%-30.8pp | 38.47%-31.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $5,281 | $3,809+38.6% | $3,553+48.6% | $4,156+27.1% |
| Participant deferral / active EE | $13,233 | $8,286+59.7% | $7,956+66.3% | $6,407+106.5% |
| Admin fee / account holder | $2,764 | $11,312-75.6% | $11,381-75.7% | $12,270-77.5% |