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 | $34,857 | $146,267-76.2% | $197,124-82.3% | $82,448-57.7% |
| Participation rate | 99.0% | 84.0%+15.0pp | 86.7%+12.3pp | 68.1%+30.9pp |
| Annual return | 21.60% | 29.61%-8.0pp | 44.34%-22.7pp | 41.64%-20.0pp |
| Employer contribution / active EE | $3,753 | $4,723-20.5% | $6,227-39.7% | $2,551+47.1% |
| Participant deferral / active EE | $7,325 | $7,035+4.1% | $9,135-19.8% | $4,139+77.0% |
| Admin fee / account holder | $2,720 | $14,422-81.1% | $16,298-83.3% | $7,234-62.4% |