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 | $18,479 | $117,859-84.3% | $102,438-82.0% | $145,959-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.72%-31.7pp | 29.37%-29.4pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,959 | $3,615-45.8% | $3,024-35.2% | $4,661-58.0% |
| Participant deferral / active EE | $3,190 | $5,732-44.4% | $5,054-36.9% | $6,689-52.3% |
| Admin fee / account holder | $317 | $13,318-97.6% | $9,448-96.6% | $13,398-97.6% |