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 | $72,882 | $57,057+27.7% | $85,009-14.3% | $80,874-9.9% |
| Participation rate | 92.6% | 56.4%+36.2pp | 67.5%+25.1pp | 67.6%+24.9pp |
| Annual return | 6.89% | 21.66%-14.8pp | 66.47%-59.6pp | 35.62%-28.7pp |
| Employer contribution / active EE | $2,160 | $1,799+20.1% | $2,728-20.8% | $2,756-21.6% |
| Participant deferral / active EE | $5,381 | $3,112+72.9% | $4,522+19.0% | $4,297+25.2% |
| Admin fee / account holder | $30,667 | $4,986+515.1% | $6,153+398.4% | $6,935+342.2% |