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 4-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 | $14,652 | $106,749-86.3% | $145,433-89.9% | $82,448-82.2% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 24.17% | 27.59%-3.4pp | 66.58%-42.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,423 | $3,444-58.7% | $4,554-68.8% | $2,551-44.2% |
| Participant deferral / active EE | $2,959 | $6,519-54.6% | $7,897-62.5% | $4,139-28.5% |
| Admin fee / account holder | $778 | $8,390-90.7% | $13,129-94.1% | $7,234-89.2% |