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 | $153,380 | $209,336-26.7% | $197,124-22.2% | $137,256+11.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.32% | 48.09%-41.8pp | 44.34%-38.0pp | 220.34%-214.0pp |
| Employer contribution / active EE | $9,073 | $6,591+37.7% | $6,227+45.7% | $4,156+118.3% |
| Participant deferral / active EE | $19,520 | $9,614+103.0% | $9,135+113.7% | $6,407+204.7% |
| Admin fee / account holder | $99,824 | $17,308+476.8% | $16,298+512.5% | $12,270+713.6% |