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 | $75,438 | $91,760-17.8% | $156,181-51.7% | $67,986+11.0% |
| Participation rate | 90.7% | 65.0%+25.7pp | 78.8%+11.9pp | 57.2%+33.5pp |
| Annual return | 12.19% | 18.14%-6.0pp | 64.87%-52.7pp | 31.67%-19.5pp |
| Employer contribution / active EE | $1,569 | $2,419-35.2% | $4,294-63.5% | $2,019-22.3% |
| Participant deferral / active EE | $3,831 | $3,960-3.3% | $6,132-37.5% | $3,358+14.1% |
| Admin fee / account holder | $3,987 | $3,949+1.0% | $14,586-72.7% | $3,203+24.5% |