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 | $12,801 | $81,446-84.3% | $103,374-87.6% | $80,874-84.2% |
| Participation rate | 94.8% | 66.9%+28.0pp | 74.5%+20.3pp | 67.6%+27.2pp |
| Annual return | 15.09% | 25.57%-10.5pp | 24.89%-9.8pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,915 | $3,107-38.4% | $3,869-50.5% | $2,756-30.5% |
| Participant deferral / active EE | $2,973 | $3,870-23.2% | $5,058-41.2% | $4,297-30.8% |
| Admin fee / account holder | $877 | $6,715-86.9% | $8,394-89.6% | $6,935-87.4% |