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 | $51,361 | $51,638-0.5% | $68,368-24.9% | $82,448-37.7% |
| Participation rate | 71.8% | 63.6%+8.2pp | 73.8%-2.0pp | 68.1%+3.7pp |
| Annual return | 12.83% | 37.53%-24.7pp | 292.57%-279.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,101 | $2,047-46.2% | $2,649-58.4% | $2,551-56.8% |
| Participant deferral / active EE | $3,545 | $2,914+21.7% | $4,123-14.0% | $4,139-14.4% |
| Admin fee / account holder | $888 | $4,643-80.9% | $5,150-82.8% | $7,234-87.7% |