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 | $6,363 | $57,590-89.0% | $86,233-92.6% | $82,448-92.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 21.88% | 22.41%-0.5pp | 61.39%-39.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,909 | $1,655+15.3% | $2,504-23.8% | $2,551-25.2% |
| Participant deferral / active EE | $4,114 | $3,080+33.6% | $4,559-9.8% | $4,139-0.6% |
| Admin fee / account holder | $1,610 | $4,730-66.0% | $8,342-80.7% | $7,234-77.8% |