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 5-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 | $40,567 | $111,814-63.7% | $103,374-60.8% | $145,959-72.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 4.88% | 24.77%-19.9pp | 24.89%-20.0pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,882 | $4,214-55.3% | $3,869-51.4% | $4,661-59.6% |
| Participant deferral / active EE | $3,193 | $5,618-43.2% | $5,058-36.9% | $6,689-52.3% |
| Admin fee / account holder | $1,472 | $9,754-84.9% | $8,394-82.5% | $13,398-89.0% |