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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,162 | $102,382+20.3% | $147,005-16.2% | $80,874+52.3% |
| Participation rate | 91.6% | 75.8%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 11.79% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,783 | $3,715-52.0% | $4,934-63.9% | $2,756-35.3% |
| Participant deferral / active EE | $3,347 | $6,646-49.6% | $8,070-58.5% | $4,297-22.1% |
| Admin fee / account holder | $507 | $7,942-93.6% | $13,006-96.1% | $6,935-92.7% |