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 | $36,246 | $106,749-66.0% | $145,433-75.1% | $82,448-56.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -13.46% | 27.59%-41.1pp | 66.58%-80.0pp | 41.64%-55.1pp |
| Employer contribution / active EE | $1,145 | $3,444-66.7% | $4,554-74.9% | $2,551-55.1% |
| Participant deferral / active EE | $3,918 | $6,519-39.9% | $7,897-50.4% | $4,139-5.3% |
| Admin fee / account holder | $60,748 | $8,390+624.1% | $13,129+362.7% | $7,234+739.7% |