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 8-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 | $123,454 | $172,111-28.3% | $150,298-17.9% | $137,256-10.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 10.22% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,570 | $4,636-66.1% | $4,154-62.2% | $4,156-62.2% |
| Participant deferral / active EE | $14,395 | $6,166+133.5% | $5,453+164.0% | $6,407+124.7% |
| Admin fee / account holder | $11,641 | $16,471-29.3% | $14,116-17.5% | $12,270-5.1% |