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 5-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 | $22,507 | $159,934-85.9% | $147,005-84.7% | $145,959-84.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 4.83% | 98.24%-93.4pp | 418.76%-413.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,371 | $5,287-74.1% | $4,934-72.2% | $4,661-70.6% |
| Participant deferral / active EE | $3,182 | $8,427-62.2% | $8,070-60.6% | $6,689-52.4% |
| Admin fee / account holder | $2,890 | $15,053-80.8% | $13,006-77.8% | $13,398-78.4% |