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 | $39,843 | $117,859-66.2% | $102,438-61.1% | $145,959-72.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 8.30% | 31.72%-23.4pp | 29.37%-21.1pp | 561.95%-553.6pp |
| Employer contribution / active EE | $1,298 | $3,615-64.1% | $3,024-57.1% | $4,661-72.2% |
| Participant deferral / active EE | $4,755 | $5,732-17.0% | $5,054-5.9% | $6,689-28.9% |
| Admin fee / account holder | $589 | $13,318-95.6% | $9,448-93.8% | $13,398-95.6% |