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 | $24,026 | $154,228-84.4% | $145,433-83.5% | $137,256-82.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 4.31% | 74.59%-70.3pp | 66.58%-62.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $2,088 | $4,804-56.5% | $4,554-54.2% | $4,156-49.8% |
| Participant deferral / active EE | $3,091 | $8,216-62.4% | $7,897-60.9% | $6,407-51.7% |
| Admin fee / account holder | $15,909 | $14,344+10.9% | $13,129+21.2% | $12,270+29.7% |