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 | $8,725 | $112,729-92.3% | $98,716-91.2% | $137,256-93.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.04% | 38.48%-25.4pp | 31.81%-18.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,970 | $2,725-27.7% | $2,279-13.5% | $4,156-52.6% |
| Participant deferral / active EE | $1,984 | $4,640-57.2% | $4,048-51.0% | $6,407-69.0% |
| Admin fee / account holder | $3,498 | $10,129-65.5% | $8,703-59.8% | $12,270-71.5% |