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 | $126,511 | $138,385-8.6% | $184,200-31.3% | $80,874+56.4% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.6%+14.2pp |
| Annual return | 9.51% | 20.02%-10.5pp | 28.80%-19.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $5,938 | $4,849+22.4% | $6,424-7.6% | $2,756+115.5% |
| Participant deferral / active EE | $4,174 | $7,073-41.0% | $9,132-54.3% | $4,297-2.9% |
| Admin fee / account holder | $30,676 | $10,483+192.6% | $13,907+120.6% | $6,935+342.3% |