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 5-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 | $35,248 | $106,749-67.0% | $145,433-75.8% | $82,448-57.2% |
| Participation rate | 81.0% | 75.6%+5.3pp | 82.1%-1.2pp | 68.1%+12.9pp |
| Annual return | 11.05% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $5,577 | $3,444+61.9% | $4,554+22.5% | $2,551+118.6% |
| Participant deferral / active EE | $9,581 | $6,519+47.0% | $7,897+21.3% | $4,139+131.5% |
| Admin fee / account holder | $15,284 | $8,390+82.2% | $13,129+16.4% | $7,234+111.3% |