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 | $10,181 | $88,634-88.5% | $101,326-90.0% | $74,304-86.3% |
| Participation rate | 72.9% | 76.9%-4.0pp | 81.5%-8.6pp | 60.3%+12.5pp |
| Annual return | 0.00% | 33.10%-33.1pp | 36.82%-36.8pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,134 | $7,322-2.6% | $7,994-10.8% | $3,767+89.4% |
| Admin fee / account holder | $1,134 | $2,425-53.2% | $11,185-89.9% | $2,969-61.8% |