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 | $84,001 | $112,729-25.5% | $98,716-14.9% | $137,256-38.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 6.14% | 38.48%-32.3pp | 31.81%-25.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,697 | $2,725-37.7% | $2,279-25.5% | $4,156-59.2% |
| Participant deferral / active EE | $6,705 | $4,640+44.5% | $4,048+65.6% | $6,407+4.7% |
| Admin fee / account holder | $89,176 | $10,129+780.4% | $8,703+924.7% | $12,270+626.8% |