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 | $15,435 | $56,060-72.5% | $76,002-79.7% | $80,874-80.9% |
| Participation rate | 92.9% | 62.0%+30.8pp | 69.1%+23.8pp | 67.6%+25.2pp |
| Annual return | 8.97% | 20.54%-11.6pp | 360.07%-351.1pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,660 | $1,873-11.4% | $2,688-38.3% | $2,756-39.8% |
| Participant deferral / active EE | $3,505 | $3,051+14.8% | $4,257-17.7% | $4,297-18.4% |
| Admin fee / account holder | $6,176 | $5,237+17.9% | $6,414-3.7% | $6,935-10.9% |