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 | $74,122 | $146,267-49.3% | $197,124-62.4% | $82,448-10.1% |
| Participation rate | 85.1% | 84.0%+1.1pp | 86.7%-1.6pp | 68.1%+17.0pp |
| Annual return | 12.46% | 29.61%-17.2pp | 44.34%-31.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,229 | $4,723-31.6% | $6,227-48.2% | $2,551+26.6% |
| Participant deferral / active EE | $4,889 | $7,035-30.5% | $9,135-46.5% | $4,139+18.1% |
| Admin fee / account holder | $10,058 | $14,422-30.3% | $16,298-38.3% | $7,234+39.0% |