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 | $128,131 | $172,111-25.6% | $150,298-14.7% | $137,256-6.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 8.73% | 69.37%-60.6pp | 62.79%-54.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,263 | $4,636-72.8% | $4,154-69.6% | $4,156-69.6% |
| Participant deferral / active EE | $2,496 | $6,166-59.5% | $5,453-54.2% | $6,407-61.0% |
| Admin fee / account holder | $98,509 | $16,471+498.1% | $14,116+597.9% | $12,270+702.8% |