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 | $10,015 | $178,174-94.4% | $156,181-93.6% | $137,256-92.7% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.8%+14.9pp | 80.0%+13.8pp |
| Annual return | 22.67% | 84.19%-61.5pp | 64.87%-42.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,995 | $4,972-59.9% | $4,294-53.5% | $4,156-52.0% |
| Participant deferral / active EE | $2,585 | $6,888-62.5% | $6,132-57.8% | $6,407-59.6% |
| Admin fee / account holder | $759 | $17,404-95.6% | $14,586-94.8% | $12,270-93.8% |