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 6-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 | $35,213 | $76,407-53.9% | $150,298-76.6% | $82,448-57.3% |
| Participation rate | 73.0% | 66.4%+6.6pp | 77.8%-4.8pp | 68.1%+4.9pp |
| Annual return | 12.37% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,522 | $2,614+34.7% | $4,154-15.2% | $2,551+38.1% |
| Participant deferral / active EE | $4,701 | $3,214+46.2% | $5,453-13.8% | $4,139+13.6% |
| Admin fee / account holder | $3,064 | $6,352-51.8% | $14,116-78.3% | $7,234-57.6% |