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 | $98,779 | $178,174-44.6% | $156,181-36.8% | $137,256-28.0% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 2.95% | 84.19%-81.2pp | 64.87%-61.9pp | 220.34%-217.4pp |
| Employer contribution / active EE | $1,946 | $4,972-60.9% | $4,294-54.7% | $4,156-53.2% |
| Participant deferral / active EE | $8,120 | $6,888+17.9% | $6,132+32.4% | $6,407+26.7% |
| Admin fee / account holder | $1,227 | $17,404-92.9% | $14,586-91.6% | $12,270-90.0% |