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 | $86,466 | $137,256-37.0% | $40,656+112.7% | $137,256-37.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 43.0%+40.4pp | 80.0%+3.4pp |
| Annual return | 8.20% | 220.34%-212.1pp | 11.60%-3.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,927 | $4,156-53.6% | $964+100.0% | $4,156-53.6% |
| Participant deferral / active EE | $11,288 | $6,407+76.2% | $5,802+94.6% | $6,407+76.2% |
| Admin fee / account holder | $3,697 | $12,270-69.9% | $2,417+53.0% | $12,270-69.9% |