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 | $96,116 | $106,749-10.0% | $145,433-33.9% | $82,448+16.6% |
| Participation rate | 71.1% | 75.6%-4.6pp | 82.1%-11.1pp | 68.1%+3.0pp |
| Annual return | 13.83% | 27.59%-13.8pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,306 | $6,519-18.6% | $7,897-32.8% | $4,139+28.2% |
| Admin fee / account holder | $1,636 | $8,390-80.5% | $13,129-87.5% | $7,234-77.4% |