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 | $8,973 | $172,111-94.8% | $150,298-94.0% | $137,256-93.5% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 38.58% | 69.37%-30.8pp | 62.79%-24.2pp | 220.34%-181.8pp |
| Employer contribution / active EE | $1,254 | $4,636-73.0% | $4,154-69.8% | $4,156-69.8% |
| Participant deferral / active EE | $1,678 | $6,166-72.8% | $5,453-69.2% | $6,407-73.8% |
| Admin fee / account holder | $899 | $16,471-94.5% | $14,116-93.6% | $12,270-92.7% |