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 | $15,167 | $154,228-90.2% | $145,433-89.6% | $137,256-89.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.26% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,272 | $4,804-73.5% | $4,554-72.1% | $4,156-69.4% |
| Participant deferral / active EE | $3,583 | $8,216-56.4% | $7,897-54.6% | $6,407-44.1% |
| Admin fee / account holder | $354 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |