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 | $20,415 | $146,267-86.0% | $197,124-89.6% | $82,448-75.2% |
| Participation rate | 89.2% | 84.0%+5.2pp | 86.7%+2.5pp | 68.1%+21.1pp |
| Annual return | 31.48% | 29.61%+1.9pp | 44.34%-12.9pp | 41.64%-10.2pp |
| Employer contribution / active EE | $1,787 | $4,723-62.2% | $6,227-71.3% | $2,551-29.9% |
| Participant deferral / active EE | $5,338 | $7,035-24.1% | $9,135-41.6% | $4,139+29.0% |
| Admin fee / account holder | $1,320 | $14,422-90.8% | $16,298-91.9% | $7,234-81.8% |