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 | $84,431 | $106,749-20.9% | $145,433-41.9% | $82,448+2.4% |
| Participation rate | 82.6% | 75.6%+7.0pp | 82.1%+0.5pp | 68.1%+14.5pp |
| Annual return | 13.18% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,015 | $3,444-41.5% | $4,554-55.8% | $2,551-21.0% |
| Participant deferral / active EE | $4,835 | $6,519-25.8% | $7,897-38.8% | $4,139+16.8% |
| Admin fee / account holder | $5,337 | $8,390-36.4% | $13,129-59.3% | $7,234-26.2% |