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 | $64,560 | $106,749-39.5% | $145,433-55.6% | $82,448-21.7% |
| Participation rate | 74.5% | 75.6%-1.1pp | 82.1%-7.6pp | 68.1%+6.4pp |
| Annual return | 8.54% | 27.59%-19.0pp | 66.58%-58.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,483 | $3,444-56.9% | $4,554-67.4% | $2,551-41.8% |
| Participant deferral / active EE | $5,081 | $6,519-22.0% | $7,897-35.7% | $4,139+22.8% |
| Admin fee / account holder | $39,474 | $8,390+370.5% | $13,129+200.7% | $7,234+445.6% |