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 | $5,905 | $132,634-95.5% | $115,768-94.9% | $137,256-95.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | -2.31% | 160.70%-163.0pp | 100.46%-102.8pp | 220.34%-222.6pp |
| Employer contribution / active EE | $3,977 | $3,360+18.4% | $2,940+35.3% | $4,156-4.3% |
| Participant deferral / active EE | $13,200 | $5,619+134.9% | $4,917+168.5% | $6,407+106.0% |
| Admin fee / account holder | $26,000 | $15,028+73.0% | $12,439+109.0% | $12,270+111.9% |