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 10-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 | $17,401 | $108,825-84.0% | $156,181-88.9% | $82,448-78.9% |
| Participation rate | 94.0% | 72.4%+21.6pp | 78.8%+15.2pp | 68.1%+25.9pp |
| Annual return | 17.78% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,690 | $2,870-6.3% | $4,294-37.4% | $2,551+5.4% |
| Participant deferral / active EE | $4,425 | $4,577-3.3% | $6,132-27.8% | $4,139+6.9% |
| Admin fee / account holder | $1,782 | $9,341-80.9% | $14,586-87.8% | $7,234-75.4% |