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 | $11,699 | $210,698-94.4% | $178,014-93.4% | $145,959-92.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.39% | 386.27%-370.9pp | 294.80%-279.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,456 | $4,567-68.1% | $3,950-63.1% | $4,661-68.8% |
| Participant deferral / active EE | $6,127 | $6,958-11.9% | $6,276-2.4% | $6,689-8.4% |
| Admin fee / account holder | $18,217 | $12,016+51.6% | $10,362+75.8% | $13,398+36.0% |