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 3-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 | $21,524 | $178,174-87.9% | $156,181-86.2% | $137,256-84.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 31.43% | 84.19%-52.8pp | 64.87%-33.4pp | 220.34%-188.9pp |
| Employer contribution / active EE | $1,564 | $4,972-68.5% | $4,294-63.6% | $4,156-62.4% |
| Participant deferral / active EE | $6,693 | $6,888-2.8% | $6,132+9.1% | $6,407+4.5% |
| Admin fee / account holder | $341 | $17,404-98.0% | $14,586-97.7% | $12,270-97.2% |