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 | $59,901 | $111,535-46.3% | $105,223-43.1% | $137,256-56.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 11.51% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,014 | $3,939-23.5% | $3,689-18.3% | $4,156-27.5% |
| Participant deferral / active EE | $6,039 | $5,500+9.8% | $5,072+19.1% | $6,407-5.7% |
| Admin fee / account holder | $3,109 | $9,721-68.0% | $8,859-64.9% | $12,270-74.7% |