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 | $6,844 | $100,970-93.2% | $96,576-92.9% | $137,256-95.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.56% | 38.16%-17.6pp | 38.47%-17.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,510 | $3,809-60.4% | $3,553-57.5% | $4,156-63.7% |
| Participant deferral / active EE | $2,190 | $8,286-73.6% | $7,956-72.5% | $6,407-65.8% |
| Admin fee / account holder | $1,044 | $11,312-90.8% | $11,381-90.8% | $12,270-91.5% |