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 | $72,631 | $154,228-52.9% | $145,433-50.1% | $137,256-47.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.56% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $4,143 | $4,804-13.8% | $4,554-9.0% | $4,156-0.3% |
| Participant deferral / active EE | $5,610 | $8,216-31.7% | $7,897-29.0% | $6,407-12.4% |
| Admin fee / account holder | $64,466 | $14,344+349.4% | $13,129+391.0% | $12,270+425.4% |