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 | $6,897 | $97,750-92.9% | $103,464-93.3% | $145,959-95.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 0.82% | 25.43%-24.6pp | 23.91%-23.1pp | 561.95%-561.1pp |
| Employer contribution / active EE | $3,432 | $4,685-26.7% | $4,677-26.6% | $4,661-26.4% |
| Participant deferral / active EE | $6,550 | $6,603-0.8% | $6,624-1.1% | $6,689-2.1% |
| Admin fee / account holder | $5,405 | $12,515-56.8% | $9,410-42.6% | $13,398-59.7% |