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 | $37,143 | $51,638-28.1% | $68,368-45.7% | $82,448-54.9% |
| Participation rate | 71.4% | 63.6%+7.8pp | 73.8%-2.3pp | 68.1%+3.4pp |
| Annual return | 11.85% | 37.53%-25.7pp | 292.57%-280.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,840 | $2,047+38.8% | $2,649+7.2% | $2,551+11.3% |
| Participant deferral / active EE | $5,721 | $2,914+96.4% | $4,123+38.8% | $4,139+38.2% |
| Admin fee / account holder | $10,900 | $4,643+134.7% | $5,150+111.7% | $7,234+50.7% |