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 | $6,697 | $80,673-91.7% | $101,326-93.4% | $84,808-92.1% |
| Participation rate | 79.6% | 77.8%+1.8pp | 81.5%-1.9pp | 68.3%+11.3pp |
| Annual return | 24.81% | 38.95%-14.1pp | 36.82%-12.0pp | 40.90%-16.1pp |
| Employer contribution / active EE | $1,999 | $2,698-25.9% | $3,665-45.5% | $2,631-24.0% |
| Participant deferral / active EE | $3,791 | $6,840-44.6% | $7,994-52.6% | $4,212-10.0% |
| Admin fee / account holder | $2,795 | $12,784-78.1% | $11,185-75.0% | $7,344-61.9% |