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 | $75,142 | $88,672-15.3% | $105,223-28.6% | $82,448-8.9% |
| Participation rate | 83.3% | 67.9%+15.4pp | 75.0%+8.3pp | 68.1%+15.3pp |
| Annual return | 9.87% | 30.86%-21.0pp | 180.65%-170.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $2,239 | $3,048-26.5% | $3,689-39.3% | $2,551-12.2% |
| Participant deferral / active EE | $4,910 | $4,036+21.7% | $5,072-3.2% | $4,139+18.6% |
| Admin fee / account holder | $42,732 | $7,146+498.0% | $8,859+382.4% | $7,234+490.7% |