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 | $79,396 | $81,446-2.5% | $103,374-23.2% | $80,874-1.8% |
| Participation rate | 77.6% | 66.9%+10.7pp | 74.5%+3.0pp | 67.6%+9.9pp |
| Annual return | 8.87% | 25.57%-16.7pp | 24.89%-16.0pp | 35.62%-26.7pp |
| Employer contribution / active EE | $6,199 | $3,107+99.5% | $3,869+60.2% | $2,756+125.0% |
| Participant deferral / active EE | $3,766 | $3,870-2.7% | $5,058-25.5% | $4,297-12.4% |
| Admin fee / account holder | $2,606 | $6,715-61.2% | $8,394-69.0% | $6,935-62.4% |