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 7-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 | $17,602 | $86,922-79.7% | $102,438-82.8% | $80,874-78.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.01% | 18.90%-8.9pp | 29.37%-19.4pp | 35.62%-25.6pp |
| Employer contribution / active EE | $2,710 | $2,369+14.4% | $3,024-10.4% | $2,756-1.7% |
| Participant deferral / active EE | $3,671 | $4,119-10.9% | $5,054-27.4% | $4,297-14.6% |
| Admin fee / account holder | $2,785 | $8,050-65.4% | $9,448-70.5% | $6,935-59.8% |