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 | $52,114 | $79,184-34.2% | $102,438-49.1% | $74,546-30.1% |
| Participation rate | 78.7% | 74.8%+3.9pp | 76.5%+2.2pp | 67.2%+11.5pp |
| Annual return | 10.47% | 54.95%-44.5pp | 29.37%-18.9pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $3,702 | $2,362+56.8% | $3,024+22.4% | $2,624+41.1% |
| Participant deferral / active EE | $3,557 | $4,414-19.4% | $5,054-29.6% | $4,347-18.2% |
| Admin fee / account holder | $11,730 | $2,001+486.1% | $9,448+24.2% | $1,944+503.5% |