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 | $22,306 | $214,378-89.6% | $200,582-88.9% | $142,382-84.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.33% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,202 | $6,841-67.8% | $6,419-65.7% | $4,299-48.8% |
| Participant deferral / active EE | $8,224 | $9,865-16.6% | $9,331-11.9% | $6,507+26.4% |
| Admin fee / account holder | $2,150 | $17,692-87.8% | $16,305-86.8% | $12,624-83.0% |