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 7-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 | $41,131 | $146,267-71.9% | $197,124-79.1% | $82,448-50.1% |
| Participation rate | 81.5% | 84.0%-2.5pp | 86.7%-5.2pp | 68.1%+13.4pp |
| Annual return | 13.15% | 29.61%-16.5pp | 44.34%-31.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $4,114 | $4,723-12.9% | $6,227-33.9% | $2,551+61.3% |
| Participant deferral / active EE | $5,614 | $7,035-20.2% | $9,135-38.5% | $4,139+35.6% |
| Admin fee / account holder | $4,506 | $14,422-68.8% | $16,298-72.4% | $7,234-37.7% |