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 | $116,500 | $146,267-20.4% | $197,124-40.9% | $82,448+41.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 86.7%-6.7pp | 68.1%+11.9pp |
| Annual return | 11.61% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,355 | $4,723-29.0% | $6,227-46.1% | $2,551+31.5% |
| Participant deferral / active EE | $3,179 | $7,035-54.8% | $9,135-65.2% | $4,139-23.2% |
| Admin fee / account holder | $10,628 | $14,422-26.3% | $16,298-34.8% | $7,234+46.9% |