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 | $12,737 | $132,634-90.4% | $115,768-89.0% | $137,256-90.7% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.4%+13.8pp | 80.0%+8.3pp |
| Annual return | 16.01% | 160.70%-144.7pp | 100.46%-84.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,424 | $3,360-57.6% | $2,940-51.6% | $4,156-65.7% |
| Participant deferral / active EE | $2,494 | $5,619-55.6% | $4,917-49.3% | $6,407-61.1% |
| Admin fee / account holder | $2,364 | $15,028-84.3% | $12,439-81.0% | $12,270-80.7% |