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 3-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 | $89,315 | $124,425-28.2% | $112,040-20.3% | $137,256-34.9% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 9.64% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,807 | $3,411-47.0% | $2,954-38.8% | $4,156-56.5% |
| Participant deferral / active EE | $3,221 | $5,718-43.7% | $5,098-36.8% | $6,407-49.7% |
| Admin fee / account holder | $713 | $15,207-95.3% | $12,098-94.1% | $12,270-94.2% |