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 | $13,660 | $87,870-84.5% | $113,168-87.9% | $74,304-81.6% |
| Participation rate | 81.9% | 70.7%+11.1pp | 76.6%+5.3pp | 60.3%+21.5pp |
| Annual return | 15.64% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,324 | $2,277-41.9% | $2,975-55.5% | $2,241-40.9% |
| Participant deferral / active EE | $2,961 | $4,241-30.2% | $5,107-42.0% | $3,767-21.4% |
| Admin fee / account holder | $1,848 | $3,368-45.1% | $12,068-84.7% | $2,969-37.8% |