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 | $16,364 | $159,602-89.7% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 54.68% | 70.24%-15.6pp | 62.55%-7.9pp | 217.08%-162.4pp |
| Employer contribution / active EE | $2,558 | $4,961-48.4% | $4,693-45.5% | $4,299-40.5% |
| Participant deferral / active EE | $10,338 | $8,310+24.4% | $7,997+29.3% | $6,507+58.9% |
| Admin fee / account holder | $506 | $14,846-96.6% | $13,435-96.2% | $12,624-96.0% |