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 | $34,855 | $146,267-76.2% | $197,124-82.3% | $82,448-57.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 86.7%+6.1pp | 68.1%+24.8pp |
| Annual return | 7.86% | 29.61%-21.7pp | 44.34%-36.5pp | 41.64%-33.8pp |
| Employer contribution / active EE | $5,908 | $4,723+25.1% | $6,227-5.1% | $2,551+131.6% |
| Participant deferral / active EE | $14,541 | $7,035+106.7% | $9,135+59.2% | $4,139+251.3% |
| Admin fee / account holder | $11,504 | $14,422-20.2% | $16,298-29.4% | $7,234+59.0% |