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 9-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 | $10,205 | $154,228-93.4% | $145,433-93.0% | $137,256-92.6% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | -59.97% | 74.59%-134.6pp | 66.58%-126.5pp | 220.34%-280.3pp |
| Employer contribution / active EE | $2,115 | $4,804-56.0% | $4,554-53.6% | $4,156-49.1% |
| Participant deferral / active EE | $4,395 | $8,216-46.5% | $7,897-44.3% | $6,407-31.4% |
| Admin fee / account holder | $2,615 | $14,344-81.8% | $13,129-80.1% | $12,270-78.7% |