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 | $1,805 | $149,040-98.8% | $120,225-98.5% | $137,256-98.7% |
| Participation rate | 78.6% | 75.4%+3.2pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 18.16% | 605.68%-587.5pp | 439.23%-421.1pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $654 | $4,655-85.9% | $3,999-83.6% | $6,407-89.8% |
| Admin fee / account holder | $1,774 | $6,348-72.1% | $5,696-68.9% | $12,270-85.5% |