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 9-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 | $35,676 | $209,336-83.0% | $197,124-81.9% | $137,256-74.0% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 10.46% | 48.09%-37.6pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,086 | $6,591-53.2% | $6,227-50.5% | $4,156-25.8% |
| Participant deferral / active EE | $6,851 | $9,614-28.7% | $9,135-25.0% | $6,407+6.9% |
| Admin fee / account holder | $717 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |