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 | $116,725 | $87,166+33.9% | $76,735+52.1% | $137,256-15.0% |
| Participation rate | 76.9% | 74.4%+2.6pp | 69.5%+7.4pp | 80.0%-3.0pp |
| Annual return | 9.45% | 26.50%-17.1pp | 29.77%-20.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,009 | $2,904-30.8% | $2,454-18.1% | $4,156-51.7% |
| Participant deferral / active EE | $3,570 | $4,726-24.5% | $4,088-12.7% | $6,407-44.3% |
| Admin fee / account holder | $16,616 | $8,403+97.7% | $7,189+131.1% | $12,270+35.4% |