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 9-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 | $31,572 | $100,970-68.7% | $96,576-67.3% | $137,256-77.0% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 12.25% | 38.16%-25.9pp | 38.47%-26.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,524 | $3,809-33.7% | $3,553-29.0% | $4,156-39.3% |
| Participant deferral / active EE | $14,886 | $8,286+79.6% | $7,956+87.1% | $6,407+132.4% |
| Admin fee / account holder | $18,158 | $11,312+60.5% | $11,381+59.5% | $12,270+48.0% |