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 | $73,133 | $106,749-31.5% | $145,433-49.7% | $82,448-11.3% |
| Participation rate | 93.6% | 75.6%+18.0pp | 82.1%+11.5pp | 68.1%+25.5pp |
| Annual return | 11.17% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,353 | $3,444-31.7% | $4,554-48.3% | $2,551-7.8% |
| Participant deferral / active EE | $3,056 | $6,519-53.1% | $7,897-61.3% | $4,139-26.2% |
| Admin fee / account holder | $17,784 | $8,390+112.0% | $13,129+35.5% | $7,234+145.8% |