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 | $117,084 | $76,407+53.2% | $150,298-22.1% | $82,448+42.0% |
| Participation rate | 91.4% | 66.4%+25.0pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 12.84% | 39.99%-27.2pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,927 | $2,614+12.0% | $4,154-29.5% | $2,551+14.7% |
| Participant deferral / active EE | $4,422 | $3,214+37.6% | $5,453-18.9% | $4,139+6.8% |
| Admin fee / account holder | $5,892 | $6,352-7.2% | $14,116-58.3% | $7,234-18.6% |