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 | $50,364 | $95,453-47.2% | $112,040-55.0% | $82,448-38.9% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.5%+21.3pp | 68.1%+29.8pp |
| Annual return | 9.56% | 23.92%-14.4pp | 24.52%-15.0pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,138 | $2,318-50.9% | $2,954-61.5% | $2,551-55.4% |
| Participant deferral / active EE | $3,793 | $4,224-10.2% | $5,098-25.6% | $4,139-8.4% |
| Admin fee / account holder | $37,414 | $9,013+315.1% | $12,098+209.3% | $7,234+417.2% |