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 5-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 | $21,098 | $209,336-89.9% | $197,124-89.3% | $137,256-84.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.26% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,900 | $6,591-56.0% | $6,227-53.4% | $4,156-30.2% |
| Participant deferral / active EE | $5,368 | $9,614-44.2% | $9,135-41.2% | $6,407-16.2% |
| Admin fee / account holder | $1,661 | $17,308-90.4% | $16,298-89.8% | $12,270-86.5% |