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 | $63,328 | $172,111-63.2% | $150,298-57.9% | $137,256-53.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 4.43% | 69.37%-64.9pp | 62.79%-58.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $5,766 | $4,636+24.4% | $4,154+38.8% | $4,156+38.7% |
| Participant deferral / active EE | $8,755 | $6,166+42.0% | $5,453+60.6% | $6,407+36.7% |
| Admin fee / account holder | $18,909 | $16,471+14.8% | $14,116+34.0% | $12,270+54.1% |