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 | $7,395 | $172,111-95.7% | $150,298-95.1% | $137,256-94.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 22.48% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,806 | $4,636-61.1% | $4,154-56.5% | $4,156-56.6% |
| Participant deferral / active EE | $2,387 | $6,166-61.3% | $5,453-56.2% | $6,407-62.7% |
| Admin fee / account holder | $1,347 | $16,471-91.8% | $14,116-90.5% | $12,270-89.0% |