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 8-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 | $46,941 | $124,425-62.3% | $112,040-58.1% | $137,256-65.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.49% | 24.72%-19.2pp | 24.52%-19.0pp | 220.34%-214.9pp |
| Employer contribution / active EE | $3,120 | $3,411-8.5% | $2,954+5.6% | $4,156-24.9% |
| Participant deferral / active EE | $30,430 | $5,718+432.1% | $5,098+496.9% | $6,407+375.0% |
| Admin fee / account holder | $80,058 | $15,207+426.5% | $12,098+561.7% | $12,270+552.5% |