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 | $17,495 | $89,698-80.5% | $103,464-83.1% | $80,874-78.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 11.63% | 22.78%-11.2pp | 23.91%-12.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $3,560 | $4,018-11.4% | $4,677-23.9% | $2,756+29.2% |
| Participant deferral / active EE | $6,415 | $5,456+17.6% | $6,624-3.1% | $4,297+49.3% |
| Admin fee / account holder | $3,161 | $6,768-53.3% | $9,410-66.4% | $6,935-54.4% |