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 10-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 | $119,400 | $58,234+105.0% | $81,783+46.0% | $80,874+47.6% |
| Participation rate | 98.9% | 63.4%+35.4pp | 72.4%+26.5pp | 67.6%+31.2pp |
| Annual return | 9.58% | 41.70%-32.1pp | 775.05%-765.5pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,750 | $2,341+17.4% | $2,913-5.6% | $2,756-0.2% |
| Participant deferral / active EE | $5,141 | $3,283+56.6% | $4,320+19.0% | $4,297+19.6% |
| Admin fee / account holder | $1,390 | $4,982-72.1% | $7,380-81.2% | $6,935-80.0% |