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 | $39,101 | $76,407-48.8% | $150,298-74.0% | $82,448-52.6% |
| Participation rate | 94.9% | 66.4%+28.5pp | 77.8%+17.1pp | 68.1%+26.8pp |
| Annual return | 9.80% | 39.99%-30.2pp | 62.79%-53.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,161 | $2,614-55.6% | $4,154-72.1% | $2,551-54.5% |
| Participant deferral / active EE | $2,499 | $3,214-22.2% | $5,453-54.2% | $4,139-39.6% |
| Admin fee / account holder | $781 | $6,352-87.7% | $14,116-94.5% | $7,234-89.2% |