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 | $73,197 | $99,921-26.7% | $85,009-13.9% | $145,959-49.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 7.99% | 83.89%-75.9pp | 66.47%-58.5pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,442 | $3,233-55.4% | $2,728-47.2% | $4,661-69.1% |
| Participant deferral / active EE | $3,004 | $5,293-43.3% | $4,522-33.6% | $6,689-55.1% |
| Admin fee / account holder | $15,172 | $7,252+109.2% | $6,153+146.6% | $13,398+13.2% |