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 | $5,193 | $111,535-95.3% | $105,223-95.1% | $137,256-96.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.20% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $907 | $3,939-77.0% | $3,689-75.4% | $4,156-78.2% |
| Participant deferral / active EE | $1,546 | $5,500-71.9% | $5,072-69.5% | $6,407-75.9% |
| Admin fee / account holder | $978 | $9,721-89.9% | $8,859-89.0% | $12,270-92.0% |