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 | $26,626 | $86,922-69.4% | $102,438-74.0% | $80,874-67.1% |
| Participation rate | 71.4% | 72.4%-1.0pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 13.46% | 18.90%-5.4pp | 29.37%-15.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,435 | $2,369-39.4% | $3,024-52.5% | $2,756-47.9% |
| Participant deferral / active EE | $2,255 | $4,119-45.3% | $5,054-55.4% | $4,297-47.5% |
| Admin fee / account holder | $1,757 | $8,050-78.2% | $9,448-81.4% | $6,935-74.7% |