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 | $18,651 | $102,382-81.8% | $147,005-87.3% | $80,874-76.9% |
| Participation rate | 72.9% | 75.8%-3.0pp | 82.2%-9.3pp | 67.6%+5.2pp |
| Annual return | 27.10% | 134.89%-107.8pp | 418.76%-391.7pp | 35.62%-8.5pp |
| Employer contribution / active EE | $1,679 | $3,715-54.8% | $4,934-66.0% | $2,756-39.1% |
| Participant deferral / active EE | $4,784 | $6,646-28.0% | $8,070-40.7% | $4,297+11.3% |
| Admin fee / account holder | $4,109 | $7,942-48.3% | $13,006-68.4% | $6,935-40.8% |