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 10-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 | $109,884 | $154,228-28.8% | $145,433-24.4% | $137,256-19.9% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 12.07% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $10,865 | $4,804+126.2% | $4,554+138.6% | $4,156+161.4% |
| Participant deferral / active EE | $6,761 | $8,216-17.7% | $7,897-14.4% | $6,407+5.5% |
| Admin fee / account holder | $18,202 | $14,344+26.9% | $13,129+38.6% | $12,270+48.3% |