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 3-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 | $9,792 | $58,234-83.2% | $81,783-88.0% | $80,874-87.9% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.4%+2.6pp | 67.6%+7.4pp |
| Annual return | 10.77% | 41.70%-30.9pp | 775.05%-764.3pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,480 | $2,341-36.8% | $2,913-49.2% | $2,756-46.3% |
| Participant deferral / active EE | $1,808 | $3,283-44.9% | $4,320-58.2% | $4,297-57.9% |
| Admin fee / account holder | $2,042 | $4,982-59.0% | $7,380-72.3% | $6,935-70.6% |