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 | $11,940 | $183,519-93.5% | $155,509-92.3% | $145,922-91.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,826 | $5,313-65.6% | $4,672-60.9% | $4,660-60.8% |
| Participant deferral / active EE | $6,879 | $6,462+6.4% | $5,626+22.3% | $6,688+2.9% |
| Admin fee / account holder | $765 | $19,313-96.0% | $15,912-95.2% | $13,397-94.3% |