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 | $89,066 | $139,421-36.1% | $239,577-62.8% | $116,462-23.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.1%+7.9pp | 74.7%+15.3pp |
| Annual return | 11.13% | 15.58%-4.4pp | -0.70%+11.8pp | 15.65%-4.5pp |
| Employer contribution / active EE | $3,703 | $4,487-17.5% | $7,232-48.8% | $3,231+14.6% |
| Participant deferral / active EE | $4,839 | $4,296+12.6% | $5,676-14.7% | $3,836+26.1% |
| Admin fee / account holder | $13,985 | $21,515-35.0% | $19,315-27.6% | $12,754+9.7% |