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 | $8,028 | $94,625-91.5% | $116,228-93.1% | $84,808-90.5% |
| Participation rate | 74.6% | 70.4%+4.1pp | 74.6%0pp | 68.3%+6.3pp |
| Annual return | 0.00% | 20.40%-20.4pp | 90.06%-90.1pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,505 | $2,347-35.8% | $2,994-49.7% | $2,631-42.8% |
| Participant deferral / active EE | $2,632 | $3,972-33.7% | $4,953-46.9% | $4,212-37.5% |
| Admin fee / account holder | $1,110 | $10,091-89.0% | $11,989-90.7% | $7,344-84.9% |