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 | $41,562 | $88,672-53.1% | $105,223-60.5% | $82,448-49.6% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-2.0pp | 68.1%+5.0pp |
| Annual return | 12.78% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,738 | $3,048+22.6% | $3,689+1.3% | $2,551+46.5% |
| Participant deferral / active EE | $4,673 | $4,036+15.8% | $5,072-7.9% | $4,139+12.9% |
| Admin fee / account holder | $3,917 | $7,146-45.2% | $8,859-55.8% | $7,234-45.9% |