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 | $8,469 | $111,754-92.4% | $103,333-91.8% | $145,922-94.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.91% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,950 | $4,212-30.0% | $3,868-23.7% | $4,660-36.7% |
| Participant deferral / active EE | $3,204 | $5,619-43.0% | $5,057-36.7% | $6,688-52.1% |
| Admin fee / account holder | $2,305 | $9,750-76.4% | $8,355-72.4% | $13,397-82.8% |