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 | $5,516 | $108,919-94.9% | $100,391-94.5% | $145,922-96.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 68.99% | 57.88%+11.1pp | 49.20%+19.8pp | 561.29%-492.3pp |
| Employer contribution / active EE | $2,624 | $4,419-40.6% | $3,942-33.4% | $4,660-43.7% |
| Participant deferral / active EE | $2,893 | $8,445-65.7% | $8,082-64.2% | $6,688-56.7% |
| Admin fee / account holder | $5,516 | $9,689-43.1% | $7,899-30.2% | $13,397-58.8% |