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 | $133,923 | $112,729+18.8% | $98,716+35.7% | $137,256-2.4% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.3%+9.3pp | 80.0%-1.4pp |
| Annual return | 9.80% | 38.48%-28.7pp | 31.81%-22.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,445 | $2,725-47.0% | $2,279-36.6% | $4,156-65.2% |
| Participant deferral / active EE | $1,987 | $4,640-57.2% | $4,048-50.9% | $6,407-69.0% |
| Admin fee / account holder | $387 | $10,129-96.2% | $8,703-95.6% | $12,270-96.9% |