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 | $7,452 | $172,111-95.7% | $150,298-95.0% | $137,256-94.6% |
| Participation rate | 79.2% | 81.7%-2.5pp | 77.8%+1.4pp | 80.0%-0.8pp |
| Annual return | 27.42% | 69.37%-41.9pp | 62.79%-35.4pp | 220.34%-192.9pp |
| Employer contribution / active EE | $1,367 | $4,636-70.5% | $4,154-67.1% | $4,156-67.1% |
| Participant deferral / active EE | $2,108 | $6,166-65.8% | $5,453-61.3% | $6,407-67.1% |
| Admin fee / account holder | $827 | $16,471-95.0% | $14,116-94.1% | $12,270-93.3% |