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 | $16,631 | $88,672-81.2% | $105,223-84.2% | $82,448-79.8% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 21.49% | 30.86%-9.4pp | 180.65%-159.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,447 | $3,048-52.5% | $3,689-60.8% | $2,551-43.3% |
| Participant deferral / active EE | $3,884 | $4,036-3.8% | $5,072-23.4% | $4,139-6.2% |
| Admin fee / account holder | $1,188 | $7,146-83.4% | $8,859-86.6% | $7,234-83.6% |