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 | $119,782 | $102,382+17.0% | $147,005-18.5% | $80,874+48.1% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 9.17% | 134.89%-125.7pp | 418.76%-409.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,113 | $3,715-70.0% | $4,934-77.4% | $2,756-59.6% |
| Participant deferral / active EE | $4,265 | $6,646-35.8% | $8,070-47.1% | $4,297-0.7% |
| Admin fee / account holder | $560 | $7,942-92.9% | $13,006-95.7% | $6,935-91.9% |