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 | $10,116 | $209,336-95.2% | $197,124-94.9% | $137,256-92.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.70% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,157 | $6,591-67.3% | $6,227-65.4% | $4,156-48.1% |
| Participant deferral / active EE | $5,769 | $9,614-40.0% | $9,135-36.8% | $6,407-10.0% |
| Admin fee / account holder | $13,977 | $17,308-19.2% | $16,298-14.2% | $12,270+13.9% |