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 5-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 | $12,577 | $154,228-91.8% | $145,433-91.4% | $137,256-90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.89% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $967 | $4,804-79.9% | $4,554-78.8% | $4,156-76.7% |
| Participant deferral / active EE | $5,067 | $8,216-38.3% | $7,897-35.8% | $6,407-20.9% |
| Admin fee / account holder | $2,975 | $14,344-79.3% | $13,129-77.3% | $12,270-75.8% |