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 8-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 | $16,330 | $81,446-79.9% | $103,374-84.2% | $80,874-79.8% |
| Participation rate | 97.6% | 66.9%+30.7pp | 74.5%+23.1pp | 67.6%+29.9pp |
| Annual return | 23.84% | 25.57%-1.7pp | 24.89%-1.0pp | 35.62%-11.8pp |
| Employer contribution / active EE | $3,741 | $3,107+20.4% | $3,869-3.3% | $2,756+35.7% |
| Participant deferral / active EE | $6,162 | $3,870+59.2% | $5,058+21.8% | $4,297+43.4% |
| Admin fee / account holder | $11,340 | $6,715+68.9% | $8,394+35.1% | $6,935+63.5% |