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 | $33,434 | $77,164-56.7% | $178,014-81.2% | $80,874-58.7% |
| Participation rate | 71.0% | 65.7%+5.3pp | 77.1%-6.1pp | 67.6%+3.3pp |
| Annual return | 7.66% | 18.09%-10.4pp | 294.80%-287.1pp | 35.62%-28.0pp |
| Employer contribution / active EE | $671 | $2,288-70.7% | $3,950-83.0% | $2,756-75.6% |
| Participant deferral / active EE | $1,558 | $4,408-64.7% | $6,276-75.2% | $4,297-63.7% |
| Admin fee / account holder | $13,188 | $7,164+84.1% | $10,362+27.3% | $6,935+90.2% |