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 | $35,116 | $99,921-64.9% | $85,009-58.7% | $145,959-75.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -22.79% | 83.89%-106.7pp | 66.47%-89.3pp | 561.95%-584.7pp |
| Employer contribution / active EE | $818 | $3,233-74.7% | $2,728-70.0% | $4,661-82.5% |
| Participant deferral / active EE | $1,482 | $5,293-72.0% | $4,522-67.2% | $6,689-77.9% |
| Admin fee / account holder | $14,283 | $7,252+97.0% | $6,153+132.1% | $13,398+6.6% |