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 | $132,304 | $80,812+63.7% | $160,784-17.7% | $82,448+60.5% |
| Participation rate | 70.0% | 66.2%+3.8pp | 77.0%-7.0pp | 68.1%+1.9pp |
| Annual return | 10.72% | 100.59%-89.9pp | 1803.92%-1793.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $596 | $2,174-72.6% | $3,733-84.0% | $2,551-76.6% |
| Participant deferral / active EE | $4,599 | $4,335+6.1% | $6,293-26.9% | $4,139+11.1% |
| Admin fee / account holder | $37,864 | $7,695+392.0% | $9,717+289.7% | $7,234+423.4% |