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 | $59,683 | $101,763-41.4% | $164,866-63.8% | $80,874-26.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.96% | 16.73%-7.8pp | 69.97%-61.0pp | 35.62%-26.7pp |
| Employer contribution / active EE | $2,735 | $2,954-7.4% | $4,343-37.0% | $2,756-0.8% |
| Participant deferral / active EE | $5,312 | $4,477+18.7% | $6,033-11.9% | $4,297+23.6% |
| Admin fee / account holder | $8,704 | $8,228+5.8% | $12,689-31.4% | $6,935+25.5% |