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 | $18,221 | $168,632-89.2% | $147,614-87.7% | $125,391-85.5% |
| Participation rate | 70.8% | 88.8%-17.9pp | 84.6%-13.8pp | 83.2%-12.4pp |
| Annual return | 0.98% | 77.65%-76.7pp | 61.98%-61.0pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,040 | $5,507-8.5% | $4,895+3.0% | $5,352-5.8% |
| Admin fee / account holder | $302 | $13,580-97.8% | $11,611-97.4% | $9,540-96.8% |