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 8-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 | $20,194 | $77,896-74.1% | $134,172-84.9% | $82,448-75.5% |
| Participation rate | 93.3% | 62.8%+30.5pp | 72.5%+20.9pp | 68.1%+25.3pp |
| Annual return | 14.79% | 18.21%-3.4pp | 25.30%-10.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,669 | $2,159+23.6% | $3,420-22.0% | $2,551+4.6% |
| Participant deferral / active EE | $3,363 | $3,162+6.4% | $4,690-28.3% | $4,139-18.7% |
| Admin fee / account holder | $616 | $6,336-90.3% | $12,016-94.9% | $7,234-91.5% |