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 | $7,380 | $172,111-95.7% | $150,298-95.1% | $137,256-94.6% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 23.35% | 69.37%-46.0pp | 62.79%-39.4pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,043 | $4,636-77.5% | $4,154-74.9% | $4,156-74.9% |
| Participant deferral / active EE | $2,901 | $6,166-53.0% | $5,453-46.8% | $6,407-54.7% |
| Admin fee / account holder | $321 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |