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 | $50,941 | $154,228-67.0% | $145,433-65.0% | $137,256-62.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.11% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,248 | $4,804-53.2% | $4,554-50.6% | $4,156-45.9% |
| Participant deferral / active EE | $2,982 | $8,216-63.7% | $7,897-62.2% | $6,407-53.5% |
| Admin fee / account holder | $8,150 | $14,344-43.2% | $13,129-37.9% | $12,270-33.6% |