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 | $56,224 | $58,627-4.1% | $76,735-26.7% | $82,448-31.8% |
| Participation rate | 70.6% | 63.2%+7.4pp | 69.5%+1.1pp | 68.1%+2.5pp |
| Annual return | 12.04% | 39.10%-27.1pp | 29.77%-17.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $510 | $1,729-70.5% | $2,454-79.2% | $2,551-80.0% |
| Participant deferral / active EE | $3,466 | $3,134+10.6% | $4,088-15.2% | $4,139-16.3% |
| Admin fee / account holder | $14,380 | $5,323+170.2% | $7,189+100.0% | $7,234+98.8% |