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 | $13,638 | $52,681-74.1% | $75,781-82.0% | $59,632-77.1% |
| Participation rate | 77.1% | 67.2%+9.9pp | 75.8%+1.3pp | 68.7%+8.5pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $17,131 | $2,193+681.0% | $3,323+415.5% | $2,203+677.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $996 | $3,610-72.4% | $5,299-81.2% | $4,297-76.8% |