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 9-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 | $5,683 | $112,729-95.0% | $98,716-94.2% | $137,256-95.9% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.3%+13.1pp | 80.0%+2.4pp |
| Annual return | 15.17% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $723 | $2,725-73.5% | $2,279-68.3% | $4,156-82.6% |
| Participant deferral / active EE | $1,174 | $4,640-74.7% | $4,048-71.0% | $6,407-81.7% |
| Admin fee / account holder | $412 | $10,129-95.9% | $8,703-95.3% | $12,270-96.6% |