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 | $111,437 | $112,729-1.1% | $98,716+12.9% | $137,256-18.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 7.59% | 38.48%-30.9pp | 31.81%-24.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,584 | $2,725+31.5% | $2,279+57.3% | $4,156-13.8% |
| Participant deferral / active EE | $4,594 | $4,640-1.0% | $4,048+13.5% | $6,407-28.3% |
| Admin fee / account holder | $51,802 | $10,129+411.4% | $8,703+495.2% | $12,270+322.2% |