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 | $94,809 | $116,462-18.6% | $148,243-36.0% | $116,462-18.6% |
| Participation rate | 76.1% | 74.7%+1.4pp | 89.1%-13.0pp | 74.7%+1.4pp |
| Annual return | 8.76% | 15.65%-6.9pp | -8.20%+17.0pp | 15.65%-6.9pp |
| Employer contribution / active EE | $2,833 | $3,231-12.3% | $3,412-17.0% | $3,231-12.3% |
| Participant deferral / active EE | $4,492 | $3,836+17.1% | $4,089+9.9% | $3,836+17.1% |
| Admin fee / account holder | $1,423 | $12,754-88.8% | $7,881-81.9% | $12,754-88.8% |