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 5-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 | $4,383 | $149,040-97.1% | $120,225-96.4% | $137,256-96.8% |
| Participation rate | 81.3% | 75.4%+5.8pp | 69.6%+11.7pp | 80.0%+1.3pp |
| Annual return | 22.59% | 605.68%-583.1pp | 439.23%-416.6pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,142 | $4,350-73.8% | $3,475-67.1% | $4,156-72.5% |
| Participant deferral / active EE | $1,565 | $4,655-66.4% | $3,999-60.9% | $6,407-75.6% |
| Admin fee / account holder | $754 | $6,348-88.1% | $5,696-86.8% | $12,270-93.9% |