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 5-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 | $35,287 | $111,535-68.4% | $105,223-66.5% | $137,256-74.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 8.57% | 237.85%-229.3pp | 180.65%-172.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $2,157 | $3,939-45.2% | $3,689-41.5% | $4,156-48.1% |
| Participant deferral / active EE | $6,623 | $5,500+20.4% | $5,072+30.6% | $6,407+3.4% |
| Admin fee / account holder | $17,262 | $9,721+77.6% | $8,859+94.9% | $12,270+40.7% |