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.)
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 | $2,805 | $76,407-96.3% | $150,298-98.1% | $82,448-96.6% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 21.83% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.8pp |
| Employer contribution / active EE | $816 | $2,614-68.8% | $4,154-80.4% | $2,551-68.0% |
| Participant deferral / active EE | $869 | $3,214-73.0% | $5,453-84.1% | $4,139-79.0% |
| Admin fee / account holder | $719 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |