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 | $81,824 | $86,922-5.9% | $102,438-20.1% | $80,874+1.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.27% | 18.90%-11.6pp | 29.37%-22.1pp | 35.62%-28.3pp |
| Employer contribution / active EE | $1,605 | $2,369-32.3% | $3,024-46.9% | $2,756-41.8% |
| Participant deferral / active EE | $2,872 | $4,119-30.3% | $5,054-43.2% | $4,297-33.2% |
| Admin fee / account holder | $2,809 | $8,050-65.1% | $9,448-70.3% | $6,935-59.5% |