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 | $45,927 | $112,729-59.3% | $98,716-53.5% | $137,256-66.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.58% | 38.48%-30.9pp | 31.81%-24.2pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,718 | $2,725-37.0% | $2,279-24.6% | $4,156-58.7% |
| Participant deferral / active EE | $3,310 | $4,640-28.7% | $4,048-18.2% | $6,407-48.3% |
| Admin fee / account holder | $3,171 | $10,129-68.7% | $8,703-63.6% | $12,270-74.2% |