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 | $89,873 | $58,234+54.3% | $81,783+9.9% | $80,874+11.1% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.4%+1.0pp | 67.6%+5.7pp |
| Annual return | 9.92% | 41.70%-31.8pp | 775.05%-765.1pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,292 | $2,341-2.1% | $2,913-21.3% | $2,756-16.8% |
| Participant deferral / active EE | $5,309 | $3,283+61.7% | $4,320+22.9% | $4,297+23.6% |
| Admin fee / account holder | $23,576 | $4,982+373.3% | $7,380+219.5% | $6,935+239.9% |