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 7-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 | $30,050 | $159,934-81.2% | $147,005-79.6% | $145,959-79.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 2.94% | 98.24%-95.3pp | 418.76%-415.8pp | 561.95%-559.0pp |
| Employer contribution / active EE | $1,916 | $5,287-63.8% | $4,934-61.2% | $4,661-58.9% |
| Participant deferral / active EE | $6,213 | $8,427-26.3% | $8,070-23.0% | $6,689-7.1% |
| Admin fee / account holder | $654 | $15,053-95.7% | $13,006-95.0% | $13,398-95.1% |