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 5-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 | $8,360 | $180,749-95.4% | $160,784-94.8% | $137,256-93.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.84% | 2234.46%-2221.6pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $5,737 | $4,155+38.1% | $3,733+53.7% | $4,156+38.0% |
| Participant deferral / active EE | $8,435 | $6,844+23.2% | $6,293+34.0% | $6,407+31.7% |
| Admin fee / account holder | $3,580 | $10,397-65.6% | $9,717-63.2% | $12,270-70.8% |