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 | $57,516 | $51,638+11.4% | $68,368-15.9% | $82,448-30.2% |
| Participation rate | 85.0% | 63.6%+21.4pp | 73.8%+11.2pp | 68.1%+16.9pp |
| Annual return | 12.20% | 37.53%-25.3pp | 292.57%-280.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,700 | $2,047-17.0% | $2,649-35.8% | $2,551-33.4% |
| Participant deferral / active EE | $1,527 | $2,914-47.6% | $4,123-63.0% | $4,139-63.1% |
| Admin fee / account holder | $2,336 | $4,643-49.7% | $5,150-54.6% | $7,234-67.7% |