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 7-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 | $21,791 | $88,672-75.4% | $105,223-79.3% | $82,448-73.6% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 15.76% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,386 | $3,048-21.7% | $3,689-35.3% | $2,551-6.5% |
| Participant deferral / active EE | $4,329 | $4,036+7.3% | $5,072-14.6% | $4,139+4.6% |
| Admin fee / account holder | $1,634 | $7,146-77.1% | $8,859-81.5% | $7,234-77.4% |