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 | $8,920 | $89,355-90.0% | $141,162-93.7% | $72,985-87.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.29% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,998 | $3,114-3.7% | $4,735-36.7% | $2,440+22.9% |
| Participant deferral / active EE | $3,620 | $5,418-33.2% | $6,709-46.0% | $3,607+0.4% |
| Admin fee / account holder | $460 | $5,958-92.3% | $10,261-95.5% | $5,124-91.0% |