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 3-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 | $1,791 | $72,071-97.5% | $68,368-97.4% | $137,256-98.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.60% | 353.14%-340.5pp | 292.57%-280.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,463 | $2,788-11.7% | $2,649-7.0% | $4,156-40.7% |
| Participant deferral / active EE | $1,094 | $4,410-75.2% | $4,123-73.5% | $6,407-82.9% |
| Admin fee / account holder | $8,834 | $5,336+65.6% | $5,150+71.5% | $12,270-28.0% |