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 | $17,009 | $106,749-84.1% | $145,433-88.3% | $82,448-79.4% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 38.41% | 27.59%+10.8pp | 66.58%-28.2pp | 41.64%-3.2pp |
| Employer contribution / active EE | $3,359 | $3,444-2.5% | $4,554-26.2% | $2,551+31.7% |
| Participant deferral / active EE | $6,989 | $6,519+7.2% | $7,897-11.5% | $4,139+68.8% |
| Admin fee / account holder | $1,048 | $8,390-87.5% | $13,129-92.0% | $7,234-85.5% |