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 | $20,138 | $106,749-81.1% | $145,433-86.2% | $82,448-75.6% |
| Participation rate | 70.2% | 75.6%-5.4pp | 82.1%-11.9pp | 68.1%+2.1pp |
| Annual return | 19.34% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,029 | $3,444-41.1% | $4,554-55.5% | $2,551-20.5% |
| Participant deferral / active EE | $2,984 | $6,519-54.2% | $7,897-62.2% | $4,139-27.9% |
| Admin fee / account holder | $960 | $8,390-88.6% | $13,129-92.7% | $7,234-86.7% |