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 | $15,326 | $102,317-85.0% | $146,958-89.6% | $80,856-81.0% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 28.21% | 134.76%-106.5pp | 418.34%-390.1pp | 35.59%-7.4pp |
| Employer contribution / active EE | $2,064 | $3,713-44.4% | $4,933-58.2% | $2,755-25.1% |
| Participant deferral / active EE | $9,268 | $6,644+39.5% | $8,070+14.8% | $4,296+115.7% |
| Admin fee / account holder | $1,644 | $7,941-79.3% | $12,998-87.4% | $6,918-76.2% |