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 7-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 | $29,283 | $111,535-73.7% | $105,223-72.2% | $137,256-78.7% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 10.45% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,156 | $3,939-19.9% | $3,689-14.4% | $4,156-24.1% |
| Participant deferral / active EE | $9,507 | $5,500+72.9% | $5,072+87.5% | $6,407+48.4% |
| Admin fee / account holder | $39,647 | $9,721+307.8% | $8,859+347.5% | $12,270+223.1% |