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 | $5,440 | $172,111-96.8% | $150,298-96.4% | $137,256-96.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 23.73% | 69.37%-45.6pp | 62.79%-39.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,175 | $4,636-74.7% | $4,154-71.7% | $4,156-71.7% |
| Participant deferral / active EE | $1,953 | $6,166-68.3% | $5,453-64.2% | $6,407-69.5% |
| Admin fee / account holder | $1,111 | $16,471-93.3% | $14,116-92.1% | $12,270-90.9% |