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 3-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 | $56,891 | $100,970-43.7% | $96,576-41.1% | $137,256-58.6% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 12.22% | 38.16%-25.9pp | 38.47%-26.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,164 | $3,809+61.8% | $3,553+73.5% | $4,156+48.3% |
| Participant deferral / active EE | $11,771 | $8,286+42.1% | $7,956+47.9% | $6,407+83.7% |
| Admin fee / account holder | $22,096 | $11,312+95.3% | $11,381+94.1% | $12,270+80.1% |