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 | $76,166 | $95,453-20.2% | $112,040-32.0% | $82,448-7.6% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.5%-3.3pp | 68.1%+5.1pp |
| Annual return | 9.16% | 23.92%-14.8pp | 24.52%-15.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $2,146 | $2,318-7.4% | $2,954-27.3% | $2,551-15.9% |
| Participant deferral / active EE | $4,457 | $4,224+5.5% | $5,098-12.6% | $4,139+7.7% |
| Admin fee / account holder | $37,403 | $9,013+315.0% | $12,098+209.2% | $7,234+417.0% |