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 | $63,007 | $76,407-17.5% | $150,298-58.1% | $82,448-23.6% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 12.69% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,814 | $2,614-30.6% | $4,154-56.3% | $2,551-28.9% |
| Participant deferral / active EE | $5,076 | $3,214+57.9% | $5,453-6.9% | $4,139+22.6% |
| Admin fee / account holder | $14,271 | $6,352+124.7% | $14,116+1.1% | $7,234+97.3% |