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 | $9,321 | $117,983-92.1% | $101,794-90.8% | $142,382-93.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.02% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,100 | $2,773-60.3% | $2,289-52.0% | $4,299-74.4% |
| Participant deferral / active EE | $1,404 | $4,714-70.2% | $4,084-65.6% | $6,507-78.4% |
| Admin fee / account holder | $768 | $10,433-92.6% | $8,777-91.3% | $12,624-93.9% |