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 7-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 | $4,523 | $161,352-97.2% | $134,172-96.6% | $137,256-96.7% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 22.51% | 28.72%-6.2pp | 25.30%-2.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,176 | $4,099-71.3% | $3,420-65.6% | $4,156-71.7% |
| Participant deferral / active EE | $3,011 | $5,552-45.8% | $4,690-35.8% | $6,407-53.0% |
| Admin fee / account holder | $1,312 | $15,028-91.3% | $12,016-89.1% | $12,270-89.3% |