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 | $7,087 | $60,892-88.4% | $82,389-91.4% | $84,808-91.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.47% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,211 | $1,779-31.9% | $2,517-51.9% | $2,631-54.0% |
| Participant deferral / active EE | $2,883 | $3,179-9.3% | $4,155-30.6% | $4,212-31.5% |
| Admin fee / account holder | $444 | $5,467-91.9% | $7,231-93.9% | $7,344-94.0% |