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 | $30,182 | $52,353-42.4% | $120,225-74.9% | $82,448-63.4% |
| Participation rate | 94.4% | 58.3%+36.1pp | 69.6%+24.9pp | 68.1%+26.4pp |
| Annual return | 10.53% | 61.85%-51.3pp | 439.23%-428.7pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,684 | $1,510+77.7% | $3,475-22.8% | $2,551+5.2% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,686 | $4,363-61.4% | $5,696-70.4% | $7,234-76.7% |