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 | $131,242 | $209,336-37.3% | $197,124-33.4% | $137,256-4.4% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 11.42% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,979 | $6,591-54.8% | $6,227-52.2% | $4,156-28.3% |
| Participant deferral / active EE | $4,923 | $9,614-48.8% | $9,135-46.1% | $6,407-23.2% |
| Admin fee / account holder | $20,937 | $17,308+21.0% | $16,298+28.5% | $12,270+70.6% |