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 | $9,375 | $111,754-91.6% | $103,333-90.9% | $145,922-93.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,045 | $4,212-27.7% | $3,868-21.3% | $4,660-34.7% |
| Participant deferral / active EE | $5,618 | $5,6190% | $5,057+11.1% | $6,688-16.0% |
| Admin fee / account holder | $687 | $9,750-93.0% | $8,355-91.8% | $13,397-94.9% |