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 | $112,098 | $81,446+37.6% | $103,374+8.4% | $80,874+38.6% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 8.10% | 25.57%-17.5pp | 24.89%-16.8pp | 35.62%-27.5pp |
| Employer contribution / active EE | $3,374 | $3,107+8.6% | $3,869-12.8% | $2,756+22.4% |
| Participant deferral / active EE | $6,184 | $3,870+59.8% | $5,058+22.3% | $4,297+43.9% |
| Admin fee / account holder | $5,022 | $6,715-25.2% | $8,394-40.2% | $6,935-27.6% |