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 | $42,275 | $76,407-44.7% | $150,298-71.9% | $82,448-48.7% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 10.70% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $3,329 | $2,614+27.4% | $4,154-19.9% | $2,551+30.5% |
| Participant deferral / active EE | $1,627 | $3,214-49.4% | $5,453-70.2% | $4,139-60.7% |
| Admin fee / account holder | $4,747 | $6,352-25.3% | $14,116-66.4% | $7,234-34.4% |