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 | $63,515 | $209,336-69.7% | $197,124-67.8% | $137,256-53.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 3.37% | 48.09%-44.7pp | 44.34%-41.0pp | 220.34%-217.0pp |
| Employer contribution / active EE | $3,546 | $6,591-46.2% | $6,227-43.1% | $4,156-14.7% |
| Participant deferral / active EE | $9,750 | $9,614+1.4% | $9,135+6.7% | $6,407+52.2% |
| Admin fee / account holder | $956 | $17,308-94.5% | $16,298-94.1% | $12,270-92.2% |