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 | $9,306 | $172,111-94.6% | $150,298-93.8% | $137,256-93.2% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 25.44% | 69.37%-43.9pp | 62.79%-37.3pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,385 | $4,636-70.1% | $4,154-66.7% | $4,156-66.7% |
| Participant deferral / active EE | $1,744 | $6,166-71.7% | $5,453-68.0% | $6,407-72.8% |
| Admin fee / account holder | $572 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |