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 6-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 | $12,764 | $73,787-82.7% | $98,716-87.1% | $82,448-84.5% |
| Participation rate | 79.5% | 61.4%+18.1pp | 69.3%+10.2pp | 68.1%+11.4pp |
| Annual return | 19.08% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $483 | $1,511-68.0% | $2,279-78.8% | $2,551-81.1% |
| Participant deferral / active EE | $3,790 | $3,081+23.0% | $4,048-6.4% | $4,139-8.4% |
| Admin fee / account holder | $918 | $6,500-85.9% | $8,703-89.4% | $7,234-87.3% |