See peer percentile detail. $4.99 for 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 | $10,215 | $125,758-91.9% | $169,993-94.0% | $75,163-86.4% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.0%+10.7pp | 67.2%+30.5pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.37%-53.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,505 | $4,615-24.0% | $6,785-48.3% | $2,670+31.3% |
| Participant deferral / active EE | $6,331 | $6,837-7.4% | $10,408-39.2% | $4,125+53.5% |
| Admin fee / account holder | $320 | $8,173-96.1% | $12,815-97.5% | $5,651-94.3% |