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 | $13,807 | $124,425-88.9% | $112,040-87.7% | $137,256-89.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 7.18% | 24.72%-17.5pp | 24.52%-17.3pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,545 | $3,411-54.7% | $2,954-47.7% | $4,156-62.8% |
| Participant deferral / active EE | $2,420 | $5,718-57.7% | $5,098-52.5% | $6,407-62.2% |
| Admin fee / account holder | $511 | $15,207-96.6% | $12,098-95.8% | $12,270-95.8% |