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 | $4,143 | $51,092-91.9% | $76,735-94.6% | $79,634-94.8% |
| Participation rate | 91.7% | 50.2%+41.5pp | 69.5%+22.2pp | 62.5%+29.2pp |
| Annual return | 160.34% | 18.04%+142.3pp | 29.77%+130.6pp | 36.46%+123.9pp |
| Employer contribution / active EE | $799 | $1,519-47.4% | $2,454-67.5% | $2,529-68.4% |
| Participant deferral / active EE | $1,064 | $2,529-57.9% | $4,088-74.0% | $3,835-72.3% |
| Admin fee / account holder | $319 | $1,865-82.9% | $7,189-95.6% | $1,002-68.2% |