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 | $24,616 | $172,111-85.7% | $150,298-83.6% | $137,256-82.1% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 10.25% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,880 | $4,636-59.4% | $4,154-54.7% | $4,156-54.8% |
| Participant deferral / active EE | $2,568 | $6,166-58.4% | $5,453-52.9% | $6,407-59.9% |
| Admin fee / account holder | $19,080 | $16,471+15.8% | $14,116+35.2% | $12,270+55.5% |