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 3-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 | $11,317 | $88,672-87.2% | $105,223-89.2% | $82,448-86.3% |
| Participation rate | 75.7% | 67.9%+7.8pp | 75.0%+0.6pp | 68.1%+7.6pp |
| Annual return | 27.78% | 30.86%-3.1pp | 180.65%-152.9pp | 41.64%-13.9pp |
| Employer contribution / active EE | $1,857 | $3,048-39.1% | $3,689-49.6% | $2,551-27.2% |
| Participant deferral / active EE | $1,977 | $4,036-51.0% | $5,072-61.0% | $4,139-52.2% |
| Admin fee / account holder | $1,140 | $7,146-84.0% | $8,859-87.1% | $7,234-84.2% |