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 | $12,162 | $74,927-83.8% | $101,794-88.1% | $84,808-85.7% |
| Participation rate | 87.9% | 61.4%+26.5pp | 69.2%+18.7pp | 68.3%+19.6pp |
| Annual return | 190.10% | 18.70%+171.4pp | 30.53%+159.6pp | 40.90%+149.2pp |
| Employer contribution / active EE | $2,247 | $1,522+47.6% | $2,289-1.8% | $2,631-14.6% |
| Participant deferral / active EE | $3,604 | $3,099+16.3% | $4,084-11.7% | $4,212-14.4% |
| Admin fee / account holder | $1,185 | $6,514-81.8% | $8,777-86.5% | $7,344-83.9% |