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 | $47,224 | $71,057-33.5% | $93,654-49.6% | $80,874-41.6% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 9.40% | 11.26%-1.9pp | 133.34%-123.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,603 | $1,564+2.5% | $2,421-33.8% | $2,756-41.8% |
| Participant deferral / active EE | $2,665 | $4,034-33.9% | $4,413-39.6% | $4,297-38.0% |
| Admin fee / account holder | $7,791 | $6,944+12.2% | $8,282-5.9% | $6,935+12.3% |