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 | $35,767 | $106,749-66.5% | $145,433-75.4% | $82,448-56.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 4.32% | 27.59%-23.3pp | 66.58%-62.3pp | 41.64%-37.3pp |
| Employer contribution / active EE | $889 | $3,444-74.2% | $4,554-80.5% | $2,551-65.2% |
| Participant deferral / active EE | $3,353 | $6,519-48.6% | $7,897-57.5% | $4,139-19.0% |
| Admin fee / account holder | $2,160 | $8,390-74.3% | $13,129-83.5% | $7,234-70.1% |