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 10-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 | $15,503 | $59,402-73.9% | $93,654-83.4% | $74,546-79.2% |
| Participation rate | 89.2% | 59.7%+29.5pp | 68.7%+20.5pp | 67.2%+22.0pp |
| Annual return | 38.97% | 81.86%-42.9pp | 133.34%-94.4pp | 1366.03%-1327.1pp |
| Employer contribution / active EE | $835 | $1,265-34.0% | $2,421-65.5% | $2,624-68.2% |
| Participant deferral / active EE | $2,673 | $3,049-12.3% | $4,413-39.4% | $4,347-38.5% |
| Admin fee / account holder | $684 | $3,023-77.4% | $8,282-91.7% | $1,944-64.8% |