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 | $38,987 | $76,407-49.0% | $150,298-74.1% | $82,448-52.7% |
| Participation rate | 87.9% | 66.4%+21.5pp | 77.8%+10.1pp | 68.1%+19.8pp |
| Annual return | 11.75% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $3,373 | $2,614+29.0% | $4,154-18.8% | $2,551+32.2% |
| Participant deferral / active EE | $3,887 | $3,214+20.9% | $5,453-28.7% | $4,139-6.1% |
| Admin fee / account holder | $1,981 | $6,352-68.8% | $14,116-86.0% | $7,234-72.6% |