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 | $24,321 | $112,729-78.4% | $98,716-75.4% | $137,256-82.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 9.95% | 38.48%-28.5pp | 31.81%-21.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $5,169 | $2,725+89.7% | $2,279+126.8% | $4,156+24.4% |
| Participant deferral / active EE | $9,632 | $4,640+107.6% | $4,048+138.0% | $6,407+50.3% |
| Admin fee / account holder | $15,919 | $10,129+57.2% | $8,703+82.9% | $12,270+29.7% |