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 | $8,091 | $87,037-90.7% | $106,201-92.4% | $80,874-90.0% |
| Participation rate | 72.4% | 70.4%+1.9pp | 75.3%-2.9pp | 67.6%+4.7pp |
| Annual return | 22.26% | 17.05%+5.2pp | 116.26%-94.0pp | 35.62%-13.4pp |
| Employer contribution / active EE | $1,352 | $2,396-43.6% | $3,170-57.3% | $2,756-50.9% |
| Participant deferral / active EE | $2,198 | $3,986-44.9% | $5,012-56.1% | $4,297-48.8% |
| Admin fee / account holder | $1,126 | $8,434-86.7% | $11,039-89.8% | $6,935-83.8% |