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 | $36,265 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 10.69% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,271 | $4,804-52.7% | $4,554-50.1% | $4,156-45.4% |
| Participant deferral / active EE | $5,111 | $8,216-37.8% | $7,897-35.3% | $6,407-20.2% |
| Admin fee / account holder | $3,352 | $14,344-76.6% | $13,129-74.5% | $12,270-72.7% |