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 | $33,722 | $112,729-70.1% | $98,716-65.8% | $137,256-75.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 6.07% | 38.48%-32.4pp | 31.81%-25.7pp | 220.34%-214.3pp |
| Employer contribution / active EE | $2,178 | $2,725-20.1% | $2,279-4.4% | $4,156-47.6% |
| Participant deferral / active EE | $5,415 | $4,640+16.7% | $4,048+33.8% | $6,407-15.5% |
| Admin fee / account holder | $288,094 | $10,129+2744.4% | $8,703+3210.4% | $12,270+2247.9% |