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 | $94,250 | $80,812+16.6% | $160,784-41.4% | $82,448+14.3% |
| Participation rate | 83.1% | 66.2%+16.8pp | 77.0%+6.1pp | 68.1%+15.0pp |
| Annual return | 12.98% | 100.59%-87.6pp | 1803.92%-1790.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $696 | $2,174-68.0% | $3,733-81.3% | $2,551-72.7% |
| Participant deferral / active EE | $4,740 | $4,335+9.3% | $6,293-24.7% | $4,139+14.5% |
| Admin fee / account holder | $2,185 | $7,695-71.6% | $9,717-77.5% | $7,234-69.8% |