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 | $37,005 | $154,228-76.0% | $145,433-74.6% | $137,256-73.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 8.51% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,560 | $4,804-67.5% | $4,554-65.8% | $4,156-62.5% |
| Participant deferral / active EE | $2,570 | $8,216-68.7% | $7,897-67.5% | $6,407-59.9% |
| Admin fee / account holder | $25,602 | $14,344+78.5% | $13,129+95.0% | $12,270+108.7% |