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 | $103,271 | $81,233+27.1% | $155,567-33.6% | $80,874+27.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.49% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $3,015 | $3,101-2.8% | $4,674-35.5% | $2,756+9.4% |
| Participant deferral / active EE | $7,125 | $3,452+106.4% | $5,628+26.6% | $4,297+65.8% |
| Admin fee / account holder | $1,575 | $7,998-80.3% | $15,916-90.1% | $6,935-77.3% |