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 3-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,551 | $165,584-93.6% | $142,942-92.6% | $137,256-92.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 5.58% | 164.22%-158.6pp | 113.70%-108.1pp | 220.34%-214.8pp |
| Employer contribution / active EE | $5,322 | $4,725+12.6% | $4,139+28.6% | $4,156+28.1% |
| Participant deferral / active EE | $6,653 | $8,194-18.8% | $7,128-6.7% | $6,407+3.8% |
| Admin fee / account holder | $23,487 | $16,167+45.3% | $12,475+88.3% | $12,270+91.4% |