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 6-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 | $37,270 | $154,228-75.8% | $145,433-74.4% | $137,256-72.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 12.02% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,802 | $4,804-41.7% | $4,554-38.5% | $4,156-32.6% |
| Participant deferral / active EE | $11,209 | $8,216+36.4% | $7,897+41.9% | $6,407+75.0% |
| Admin fee / account holder | $13,297 | $14,344-7.3% | $13,129+1.3% | $12,270+8.4% |