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 | $123,939 | $58,627+111.4% | $76,735+61.5% | $82,448+50.3% |
| Participation rate | 87.5% | 63.2%+24.3pp | 69.5%+18.0pp | 68.1%+19.4pp |
| Annual return | 12.07% | 39.10%-27.0pp | 29.77%-17.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $6,919 | $1,729+300.1% | $2,454+181.9% | $2,551+171.2% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,728 | $5,323-11.2% | $7,189-34.2% | $7,234-34.6% |