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 | $7,477 | $159,901-95.3% | $146,958-94.9% | $145,922-94.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 0.00% | 98.13%-98.1pp | 418.34%-418.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,778 | $5,286-66.4% | $4,933-63.9% | $4,660-61.8% |
| Participant deferral / active EE | $6,707 | $8,428-20.4% | $8,070-16.9% | $6,688+0.3% |
| Admin fee / account holder | $595 | $15,044-96.0% | $12,998-95.4% | $13,397-95.6% |