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 | $130,037 | $100,970+28.8% | $96,576+34.6% | $137,256-5.3% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 11.92% | 38.16%-26.2pp | 38.47%-26.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,132 | $3,809-70.3% | $3,553-68.1% | $4,156-72.8% |
| Participant deferral / active EE | $4,246 | $8,286-48.8% | $7,956-46.6% | $6,407-33.7% |
| Admin fee / account holder | $3,084 | $11,312-72.7% | $11,381-72.9% | $12,270-74.9% |