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 | $29,505 | $88,710-66.7% | $81,783-63.9% | $145,959-79.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 6.14% | 1027.26%-1021.1pp | 775.05%-768.9pp | 561.95%-555.8pp |
| Employer contribution / active EE | $3,501 | $3,083+13.6% | $2,913+20.2% | $4,661-24.9% |
| Participant deferral / active EE | $5,304 | $4,645+14.2% | $4,320+22.8% | $6,689-20.7% |
| Admin fee / account holder | $20,377 | $8,407+142.4% | $7,380+176.1% | $13,398+52.1% |