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 | $89,262 | $95,453-6.5% | $112,040-20.3% | $82,448+8.3% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 12.11% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $5,889 | $2,318+154.1% | $2,954+99.4% | $2,551+130.9% |
| Participant deferral / active EE | $2,727 | $4,224-35.4% | $5,098-46.5% | $4,139-34.1% |
| Admin fee / account holder | $2,501 | $9,013-72.3% | $12,098-79.3% | $7,234-65.4% |