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 6-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 | $37,898 | $146,267-74.1% | $197,124-80.8% | $82,448-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 20.66% | 29.61%-8.9pp | 44.34%-23.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,263 | $4,723-52.1% | $6,227-63.7% | $2,551-11.3% |
| Participant deferral / active EE | $5,455 | $7,035-22.5% | $9,135-40.3% | $4,139+31.8% |
| Admin fee / account holder | $1,565 | $14,422-89.1% | $16,298-90.4% | $7,234-78.4% |