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 | $34,763 | $146,267-76.2% | $197,124-82.4% | $82,448-57.8% |
| Participation rate | 97.0% | 84.0%+13.0pp | 86.7%+10.3pp | 68.1%+28.9pp |
| Annual return | 27.37% | 29.61%-2.2pp | 44.34%-17.0pp | 41.64%-14.3pp |
| Employer contribution / active EE | $3,209 | $4,723-32.1% | $6,227-48.5% | $2,551+25.8% |
| Participant deferral / active EE | $6,985 | $7,035-0.7% | $9,135-23.5% | $4,139+68.8% |
| Admin fee / account holder | $480 | $14,422-96.7% | $16,298-97.1% | $7,234-93.4% |