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 | $181,910 | $375,661-51.6% | $312,151-41.7% | $382,429-52.4% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 14.75% | 0.11%+14.6pp | 1.82%+12.9pp | 248.85%-234.1pp |
| Employer contribution / active EE | $20,067 | $9,697+106.9% | $8,031+149.9% | $8,036+149.7% |
| Participant deferral / active EE | $9,208 | $5,737+60.5% | $5,370+71.5% | $5,727+60.8% |
| Admin fee / account holder | $4,487 | $64,308-93.0% | $51,799-91.3% | $30,732-85.4% |