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 | $38,421 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.95% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,834 | $4,804-41.0% | $4,554-37.8% | $4,156-31.8% |
| Participant deferral / active EE | $10,120 | $8,216+23.2% | $7,897+28.1% | $6,407+57.9% |
| Admin fee / account holder | $6,368 | $14,344-55.6% | $13,129-51.5% | $12,270-48.1% |