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 7-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 | $46,414 | $57,057-18.7% | $85,009-45.4% | $80,874-42.6% |
| Participation rate | 96.7% | 56.4%+40.4pp | 67.5%+29.2pp | 67.6%+29.1pp |
| Annual return | 10.08% | 21.66%-11.6pp | 66.47%-56.4pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,725 | $1,799-4.1% | $2,728-36.8% | $2,756-37.4% |
| Participant deferral / active EE | $4,827 | $3,112+55.1% | $4,522+6.8% | $4,297+12.3% |
| Admin fee / account holder | $4,119 | $4,986-17.4% | $6,153-33.1% | $6,935-40.6% |