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 | $14,134 | $69,745-79.7% | $67,511-79.1% | $74,546-81.0% |
| Participation rate | 84.3% | 71.3%+13.0pp | 72.9%+11.4pp | 67.2%+17.1pp |
| Annual return | 13.49% | -40.37%+53.9pp | 3517.41%-3503.9pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,513 | $2,705-44.1% | $2,733-44.6% | $2,624-42.4% |
| Participant deferral / active EE | $2,989 | $3,636-17.8% | $4,000-25.3% | $4,347-31.2% |
| Admin fee / account holder | $4,593 | $894+413.7% | $3,999+14.9% | $1,944+136.3% |