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 | $160,270 | $201,259-20.4% | $184,200-13.0% | $145,959+9.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 6.22% | 28.98%-22.8pp | 28.80%-22.6pp | 561.95%-555.7pp |
| Employer contribution / active EE | $2,870 | $7,018-59.1% | $6,424-55.3% | $4,661-38.4% |
| Participant deferral / active EE | $7,998 | $9,806-18.4% | $9,132-12.4% | $6,689+19.6% |
| Admin fee / account holder | $26,059 | $16,372+59.2% | $13,907+87.4% | $13,398+94.5% |