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 8-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 | $218,143 | $124,425+75.3% | $112,040+94.7% | $137,256+58.9% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 9.08% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,156 | $3,411-36.8% | $2,954-27.0% | $4,156-48.1% |
| Participant deferral / active EE | $10,071 | $5,718+76.1% | $5,098+97.6% | $6,407+57.2% |
| Admin fee / account holder | $47,726 | $15,207+213.8% | $12,098+294.5% | $12,270+289.0% |