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 | $75,501 | $106,749-29.3% | $145,433-48.1% | $82,448-8.4% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 13.23% | 27.59%-14.4pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,122 | $3,444-9.3% | $4,554-31.4% | $2,551+22.4% |
| Participant deferral / active EE | $5,585 | $6,519-14.3% | $7,897-29.3% | $4,139+34.9% |
| Admin fee / account holder | $3,135 | $8,390-62.6% | $13,129-76.1% | $7,234-56.7% |