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 | $79,688 | $52,353+52.2% | $120,225-33.7% | $82,448-3.3% |
| Participation rate | 77.8% | 58.3%+19.5pp | 69.6%+8.2pp | 68.1%+9.7pp |
| Annual return | 11.44% | 61.85%-50.4pp | 439.23%-427.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,183 | $1,510+44.6% | $3,475-37.2% | $2,551-14.4% |
| Participant deferral / active EE | $4,729 | $2,627+80.0% | $3,999+18.3% | $4,139+14.2% |
| Admin fee / account holder | $9,963 | $4,363+128.4% | $5,696+74.9% | $7,234+37.7% |