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 | $20,380 | $101,763-80.0% | $164,866-87.6% | $80,874-74.8% |
| Participation rate | 80.6% | 71.8%+8.7pp | 78.6%+1.9pp | 67.6%+12.9pp |
| Annual return | 11.04% | 16.73%-5.7pp | 69.97%-58.9pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,373 | $2,954-53.5% | $4,343-68.4% | $2,756-50.2% |
| Participant deferral / active EE | $2,039 | $4,477-54.4% | $6,033-66.2% | $4,297-52.5% |
| Admin fee / account holder | $2,327 | $8,228-71.7% | $12,689-81.7% | $6,935-66.4% |