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 4-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 | $13,888 | $108,825-87.2% | $156,181-91.1% | $82,448-83.2% |
| Participation rate | 80.6% | 72.4%+8.2pp | 78.8%+1.7pp | 68.1%+12.5pp |
| Annual return | 5.67% | 20.59%-14.9pp | 64.87%-59.2pp | 41.64%-36.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,085 | $4,577-10.8% | $6,132-33.4% | $4,139-1.3% |
| Admin fee / account holder | $2,360 | $9,341-74.7% | $14,586-83.8% | $7,234-67.4% |