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 | $62,335 | $76,407-18.4% | $150,298-58.5% | $82,448-24.4% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 4.37% | 39.99%-35.6pp | 62.79%-58.4pp | 41.64%-37.3pp |
| Employer contribution / active EE | $2,240 | $2,614-14.3% | $4,154-46.1% | $2,551-12.2% |
| Participant deferral / active EE | $3,539 | $3,214+10.1% | $5,453-35.1% | $4,139-14.5% |
| Admin fee / account holder | $19,165 | $6,352+201.7% | $14,116+35.8% | $7,234+164.9% |