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 | $70,434 | $72,071-2.3% | $68,368+3.0% | $137,256-48.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.13% | 353.14%-342.0pp | 292.57%-281.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $56,821 | $2,788+1938.1% | $2,649+2045.1% | $4,156+1267.2% |
| Participant deferral / active EE | $6,840 | $4,410+55.1% | $4,123+65.9% | $6,407+6.8% |
| Admin fee / account holder | $1,264,460 | $5,336+23598.8% | $5,150+24453.6% | $12,270+10205.2% |