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 | $35,854 | $154,228-76.8% | $145,433-75.3% | $137,256-73.9% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 10.99% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $5,880 | $4,804+22.4% | $4,554+29.1% | $4,156+41.5% |
| Participant deferral / active EE | $7,001 | $8,216-14.8% | $7,897-11.4% | $6,407+9.3% |
| Admin fee / account holder | $29,883 | $14,344+108.3% | $13,129+127.6% | $12,270+143.5% |