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 | $62,915 | $106,749-41.1% | $145,433-56.7% | $82,448-23.7% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 13.35% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,003 | $3,444-41.8% | $4,554-56.0% | $2,551-21.5% |
| Participant deferral / active EE | $4,362 | $6,519-33.1% | $7,897-44.8% | $4,139+5.4% |
| Admin fee / account holder | $16,488 | $8,390+96.5% | $13,129+25.6% | $7,234+127.9% |