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 | $9,659 | $61,789-84.4% | $97,167-90.1% | $80,874-88.1% |
| Participation rate | 97.8% | 63.5%+34.3pp | 72.7%+25.1pp | 67.6%+30.1pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.27%-75.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $15,389 | $1,837+738.0% | $2,729+463.9% | $2,756+458.5% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,459 | $5,168+257.2% | $5,650+226.7% | $6,935+166.2% |