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 | $47,054 | $126,519-62.8% | $106,201-55.7% | $145,959-67.8% |
| Participation rate | 71.4% | 77.7%-6.2pp | 75.3%-3.9pp | 80.3%-8.9pp |
| Annual return | 6.81% | 225.10%-218.3pp | 116.26%-109.5pp | 561.95%-555.1pp |
| Employer contribution / active EE | $2,239 | $3,726-39.9% | $3,170-29.4% | $4,661-52.0% |
| Participant deferral / active EE | $5,897 | $5,716+3.2% | $5,012+17.7% | $6,689-11.8% |
| Admin fee / account holder | $6,000 | $17,312-65.3% | $11,039-45.6% | $13,398-55.2% |