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 | $116,023 | $111,814+3.8% | $103,374+12.2% | $145,959-20.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 8.68% | 24.77%-16.1pp | 24.89%-16.2pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,126 | $4,214-73.3% | $3,869-70.9% | $4,661-75.8% |
| Participant deferral / active EE | $5,103 | $5,618-9.2% | $5,058+0.9% | $6,689-23.7% |
| Admin fee / account holder | $23,687 | $9,754+142.8% | $8,394+182.2% | $13,398+76.8% |