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 | $59,755 | $154,228-61.3% | $145,433-58.9% | $137,256-56.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 9.86% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,256 | $4,804-53.0% | $4,554-50.5% | $4,156-45.7% |
| Participant deferral / active EE | $6,236 | $8,216-24.1% | $7,897-21.0% | $6,407-2.7% |
| Admin fee / account holder | $52,109 | $14,344+263.3% | $13,129+296.9% | $12,270+324.7% |