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 | $74,187 | $106,749-30.5% | $145,433-49.0% | $82,448-10.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.73% | 27.59%-14.9pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,835 | $3,444-17.7% | $4,554-37.8% | $2,551+11.1% |
| Participant deferral / active EE | $5,774 | $6,519-11.4% | $7,897-26.9% | $4,139+39.5% |
| Admin fee / account holder | $11,975 | $8,390+42.7% | $13,129-8.8% | $7,234+65.5% |