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 4-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 | $1,589 | $76,407-97.9% | $150,298-98.9% | $82,448-98.1% |
| Participation rate | 94.3% | 66.4%+27.9pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 20.51% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $786 | $2,614-69.9% | $4,154-81.1% | $2,551-69.2% |
| Participant deferral / active EE | $920 | $3,214-71.4% | $5,453-83.1% | $4,139-77.8% |
| Admin fee / account holder | $386 | $6,352-93.9% | $14,116-97.3% | $7,234-94.7% |