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 | $37,550 | $148,978-74.8% | $200,582-81.3% | $84,808-55.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 26.05% | 28.16%-2.1pp | 42.33%-16.3pp | 40.90%-14.8pp |
| Employer contribution / active EE | $3,159 | $4,815-34.4% | $6,419-50.8% | $2,631+20.1% |
| Participant deferral / active EE | $5,528 | $7,142-22.6% | $9,331-40.8% | $4,212+31.3% |
| Admin fee / account holder | $334 | $13,977-97.6% | $16,305-98.0% | $7,344-95.5% |