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 | $78,520-91.5% | $96,576-93.1% | $82,448-91.9% |
| Participation rate | 79.6% | 77.7%+1.9pp | 81.4%-1.9pp | 68.1%+11.5pp |
| Annual return | 24.81% | 41.30%-16.5pp | 38.47%-13.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,999 | $2,630-24.0% | $3,553-43.7% | $2,551-21.6% |
| Participant deferral / active EE | $3,791 | $6,754-43.9% | $7,956-52.4% | $4,139-8.4% |
| Admin fee / account holder | $2,795 | $13,455-79.2% | $11,381-75.4% | $7,234-61.4% |