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 | $81,416 | $57,057+42.7% | $85,009-4.2% | $80,874+0.7% |
| Participation rate | 92.5% | 56.4%+36.2pp | 67.5%+25.0pp | 67.6%+24.9pp |
| Annual return | 5.60% | 21.66%-16.1pp | 66.47%-60.9pp | 35.62%-30.0pp |
| Employer contribution / active EE | $761 | $1,799-57.7% | $2,728-72.1% | $2,756-72.4% |
| Participant deferral / active EE | $5,738 | $3,112+84.4% | $4,522+26.9% | $4,297+33.5% |
| Admin fee / account holder | $1,594 | $4,986-68.0% | $6,153-74.1% | $6,935-77.0% |