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 | $57,113 | $159,934-64.3% | $147,005-61.1% | $145,959-60.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 5.86% | 98.24%-92.4pp | 418.76%-412.9pp | 561.95%-556.1pp |
| Employer contribution / active EE | $1,597 | $5,287-69.8% | $4,934-67.6% | $4,661-65.7% |
| Participant deferral / active EE | $5,180 | $8,427-38.5% | $8,070-35.8% | $6,689-22.6% |
| Admin fee / account holder | $4,868 | $15,053-67.7% | $13,006-62.6% | $13,398-63.7% |