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 | $35,848 | $58,234-38.4% | $81,783-56.2% | $80,874-55.7% |
| Participation rate | 86.2% | 63.4%+22.8pp | 72.4%+13.9pp | 67.6%+18.6pp |
| Annual return | 10.60% | 41.70%-31.1pp | 775.05%-764.4pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,089 | $2,341-53.5% | $2,913-62.6% | $2,756-60.5% |
| Participant deferral / active EE | $3,067 | $3,283-6.6% | $4,320-29.0% | $4,297-28.6% |
| Admin fee / account holder | $7,072 | $4,982+42.0% | $7,380-4.2% | $6,935+2.0% |