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 | $66,273 | $146,267-54.7% | $197,124-66.4% | $82,448-19.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.92% | 29.61%-16.7pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $5,397 | $4,723+14.3% | $6,227-13.3% | $2,551+111.6% |
| Participant deferral / active EE | $4,821 | $7,035-31.5% | $9,135-47.2% | $4,139+16.5% |
| Admin fee / account holder | $8,100 | $14,422-43.8% | $16,298-50.3% | $7,234+12.0% |