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 | $67,608 | $154,228-56.2% | $145,433-53.5% | $137,256-50.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.56% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,755 | $4,804-42.7% | $4,554-39.5% | $4,156-33.7% |
| Participant deferral / active EE | $3,537 | $8,216-57.0% | $7,897-55.2% | $6,407-44.8% |
| Admin fee / account holder | $349 | $14,344-97.6% | $13,129-97.3% | $12,270-97.2% |