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 | $47,188 | $92,798-49.2% | $96,707-51.2% | $137,256-65.6% |
| Participation rate | 70.0% | 81.6%-11.6pp | 80.4%-10.4pp | 80.0%-10.0pp |
| Annual return | 11.56% | 31.24%-19.7pp | 34.78%-23.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,308 | $4,147-68.5% | $4,191-68.8% | $4,156-68.5% |
| Participant deferral / active EE | $2,745 | $5,877-53.3% | $5,997-54.2% | $6,407-57.2% |
| Admin fee / account holder | $13,187 | $7,946+66.0% | $7,503+75.8% | $12,270+7.5% |