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 | $9,715 | $87,013-88.8% | $106,213-90.9% | $80,856-88.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 367.96% | 17.05%+350.9pp | 116.14%+251.8pp | 35.59%+332.4pp |
| Employer contribution / active EE | $1,740 | $2,395-27.4% | $3,171-45.1% | $2,755-36.8% |
| Participant deferral / active EE | $2,050 | $3,986-48.6% | $5,016-59.1% | $4,296-52.3% |
| Admin fee / account holder | $354 | $8,431-95.8% | $11,033-96.8% | $6,918-94.9% |