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 | $7,691 | $180,749-95.7% | $160,784-95.2% | $137,256-94.4% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 17.08% | 2234.46%-2217.4pp | 1803.92%-1786.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $754 | $4,155-81.9% | $3,733-79.8% | $4,156-81.9% |
| Participant deferral / active EE | $1,348 | $6,844-80.3% | $6,293-78.6% | $6,407-79.0% |
| Admin fee / account holder | $1,711 | $10,397-83.5% | $9,717-82.4% | $12,270-86.1% |