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 | $47,559 | $154,228-69.2% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 11.75% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,487 | $4,804-48.2% | $4,554-45.4% | $4,156-40.2% |
| Participant deferral / active EE | $7,929 | $8,216-3.5% | $7,897+0.4% | $6,407+23.8% |
| Admin fee / account holder | $18,758 | $14,344+30.8% | $13,129+42.9% | $12,270+52.9% |