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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,335 | $210,698-94.1% | $178,014-93.1% | $145,959-91.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.33% | 386.27%-380.9pp | 294.80%-289.5pp | 561.95%-556.6pp |
| Employer contribution / active EE | $2,129 | $4,567-53.4% | $3,950-46.1% | $4,661-54.3% |
| Participant deferral / active EE | $6,668 | $6,958-4.2% | $6,276+6.2% | $6,689-0.3% |
| Admin fee / account holder | $386 | $12,016-96.8% | $10,362-96.3% | $13,398-97.1% |