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 | $47,806 | $95,453-49.9% | $112,040-57.3% | $82,448-42.0% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 6.96% | 23.92%-17.0pp | 24.52%-17.6pp | 41.64%-34.7pp |
| Employer contribution / active EE | $2,203 | $2,318-5.0% | $2,954-25.4% | $2,551-13.6% |
| Participant deferral / active EE | $3,169 | $4,224-25.0% | $5,098-37.8% | $4,139-23.4% |
| Admin fee / account holder | $22,966 | $9,013+154.8% | $12,098+89.8% | $7,234+217.5% |