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 | $18,168 | $73,787-75.4% | $98,716-81.6% | $82,448-78.0% |
| Participation rate | 92.9% | 61.4%+31.4pp | 69.3%+23.6pp | 68.1%+24.8pp |
| Annual return | 21.61% | 18.57%+3.0pp | 31.81%-10.2pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,524 | $1,511+67.0% | $2,279+10.8% | $2,551-1.1% |
| Participant deferral / active EE | $3,512 | $3,081+14.0% | $4,048-13.2% | $4,139-15.1% |
| Admin fee / account holder | $1,765 | $6,500-72.8% | $8,703-79.7% | $7,234-75.6% |