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 4-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 | $11,251 | $124,425-91.0% | $112,040-90.0% | $137,256-91.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 68.32% | 24.72%+43.6pp | 24.52%+43.8pp | 220.34%-152.0pp |
| Employer contribution / active EE | $1,938 | $3,411-43.2% | $2,954-34.4% | $4,156-53.4% |
| Participant deferral / active EE | $2,463 | $5,718-56.9% | $5,098-51.7% | $6,407-61.6% |
| Admin fee / account holder | $4,335 | $15,207-71.5% | $12,098-64.2% | $12,270-64.7% |