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 | $38,953 | $80,812-51.8% | $160,784-75.8% | $82,448-52.8% |
| Participation rate | 93.5% | 66.2%+27.3pp | 77.0%+16.6pp | 68.1%+25.5pp |
| Annual return | 10.02% | 100.59%-90.6pp | 1803.92%-1793.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,141 | $2,174-47.5% | $3,733-69.4% | $2,551-55.3% |
| Participant deferral / active EE | $1,563 | $4,335-64.0% | $6,293-75.2% | $4,139-62.3% |
| Admin fee / account holder | $1,362 | $7,695-82.3% | $9,717-86.0% | $7,234-81.2% |