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 | $7,027 | $111,814-93.7% | $103,374-93.2% | $145,959-95.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 45.07% | 24.77%+20.3pp | 24.89%+20.2pp | 561.95%-516.9pp |
| Employer contribution / active EE | $6,195 | $4,214+47.0% | $3,869+60.1% | $4,661+32.9% |
| Participant deferral / active EE | $2,059 | $5,618-63.3% | $5,058-59.3% | $6,689-69.2% |
| Admin fee / account holder | $411 | $9,754-95.8% | $8,394-95.1% | $13,398-96.9% |