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 | $20,616 | $209,336-90.2% | $197,124-89.5% | $137,256-85.0% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 23.97% | 48.09%-24.1pp | 44.34%-20.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,636 | $6,591-75.2% | $6,227-73.7% | $4,156-60.6% |
| Participant deferral / active EE | $6,250 | $9,614-35.0% | $9,135-31.6% | $6,407-2.5% |
| Admin fee / account holder | $860 | $17,308-95.0% | $16,298-94.7% | $12,270-93.0% |