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 | $97,612 | $106,749-8.6% | $145,433-32.9% | $82,448+18.4% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 13.25% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $997 | $3,444-71.1% | $4,554-78.1% | $2,551-60.9% |
| Participant deferral / active EE | $5,857 | $6,519-10.2% | $7,897-25.8% | $4,139+41.5% |
| Admin fee / account holder | $24,004 | $8,390+186.1% | $13,129+82.8% | $7,234+231.8% |