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 | $49,061 | $98,652-50.3% | $142,942-65.7% | $82,448-40.5% |
| Participation rate | 81.1% | 72.8%+8.4pp | 76.8%+4.3pp | 68.1%+13.1pp |
| Annual return | 12.30% | 22.65%-10.3pp | 113.70%-101.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,580 | $5,580-35.8% | $7,128-49.8% | $4,139-13.5% |
| Admin fee / account holder | $2,111 | $8,078-73.9% | $12,475-83.1% | $7,234-70.8% |