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 | $4,904 | $172,111-97.2% | $150,298-96.7% | $137,256-96.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 28.27% | 69.37%-41.1pp | 62.79%-34.5pp | 220.34%-192.1pp |
| Employer contribution / active EE | $1,545 | $4,636-66.7% | $4,154-62.8% | $4,156-62.8% |
| Participant deferral / active EE | $2,130 | $6,166-65.4% | $5,453-60.9% | $6,407-66.7% |
| Admin fee / account holder | $1,114 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |