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 3-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 | $12,183 | $64,517-81.1% | $81,438-85.0% | $80,874-84.9% |
| Participation rate | 73.1% | 63.9%+9.2pp | 69.5%+3.6pp | 67.6%+5.4pp |
| Annual return | 18.70% | 16.35%+2.4pp | 24.74%-6.0pp | 35.62%-16.9pp |
| Employer contribution / active EE | $2,712 | $1,982+36.8% | $2,460+10.2% | $2,756-1.6% |
| Participant deferral / active EE | $4,158 | $3,096+34.3% | $3,883+7.1% | $4,297-3.2% |
| Admin fee / account holder | $1,336 | $5,677-76.5% | $5,764-76.8% | $6,935-80.7% |