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 4-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 | $15,645 | $154,228-89.9% | $145,433-89.2% | $137,256-88.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 7.75% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,282 | $4,804-73.3% | $4,554-71.8% | $4,156-69.1% |
| Participant deferral / active EE | $5,037 | $8,216-38.7% | $7,897-36.2% | $6,407-21.4% |
| Admin fee / account holder | $1,427 | $14,344-90.1% | $13,129-89.1% | $12,270-88.4% |