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 6-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 | $26,675 | $154,228-82.7% | $145,433-81.7% | $137,256-80.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 7.12% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,183 | $4,804-54.5% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $4,869 | $8,216-40.7% | $7,897-38.4% | $6,407-24.0% |
| Admin fee / account holder | $2,847 | $14,344-80.2% | $13,129-78.3% | $12,270-76.8% |