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 | $33,936 | $76,407-55.6% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 77.8%+19.8pp | 68.1%+29.5pp |
| Annual return | 7.75% | 39.99%-32.2pp | 62.79%-55.0pp | 41.64%-33.9pp |
| Employer contribution / active EE | $929 | $2,614-64.5% | $4,154-77.6% | $2,551-63.6% |
| Participant deferral / active EE | $2,107 | $3,214-34.5% | $5,453-61.4% | $4,139-49.1% |
| Admin fee / account holder | $309 | $6,352-95.1% | $14,116-97.8% | $7,234-95.7% |