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 | $124,859 | $154,228-19.0% | $145,433-14.1% | $137,256-9.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.16% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,033 | $4,804-78.5% | $4,554-77.3% | $4,156-75.1% |
| Participant deferral / active EE | $4,133 | $8,216-49.7% | $7,897-47.7% | $6,407-35.5% |
| Admin fee / account holder | $30,455 | $14,344+112.3% | $13,129+132.0% | $12,270+148.2% |