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 | $11,477 | $124,425-90.8% | $112,040-89.8% | $137,256-91.6% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 18.38% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,093 | $3,411-38.6% | $2,954-29.1% | $4,156-49.6% |
| Participant deferral / active EE | $3,620 | $5,718-36.7% | $5,098-29.0% | $6,407-43.5% |
| Admin fee / account holder | $715 | $15,207-95.3% | $12,098-94.1% | $12,270-94.2% |