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 | $123,771 | $76,407+62.0% | $150,298-17.6% | $82,448+50.1% |
| Participation rate | 96.0% | 66.4%+29.6pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 11.48% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $11,750 | $2,614+349.5% | $4,154+182.9% | $2,551+360.6% |
| Participant deferral / active EE | $8,080 | $3,214+151.4% | $5,453+48.2% | $4,139+95.2% |
| Admin fee / account holder | $12,099 | $6,352+90.5% | $14,116-14.3% | $7,234+67.2% |