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 4-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 | $24,590 | $81,233-69.7% | $155,567-84.2% | $80,874-69.6% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 9.96% | 33.33%-23.4pp | 64.74%-54.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $654 | $3,101-78.9% | $4,674-86.0% | $2,756-76.3% |
| Participant deferral / active EE | $1,669 | $3,452-51.6% | $5,628-70.3% | $4,297-61.1% |
| Admin fee / account holder | $2,128 | $7,998-73.4% | $15,916-86.6% | $6,935-69.3% |