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 | $34,517 | $95,453-63.8% | $112,040-69.2% | $82,448-58.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 3.70% | 23.92%-20.2pp | 24.52%-20.8pp | 41.64%-37.9pp |
| Employer contribution / active EE | $1,707 | $2,318-26.3% | $2,954-42.2% | $2,551-33.1% |
| Participant deferral / active EE | $2,803 | $4,224-33.6% | $5,098-45.0% | $4,139-32.3% |
| Admin fee / account holder | $78,694 | $9,013+773.1% | $12,098+550.5% | $7,234+987.8% |