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 | $4,789 | $159,602-97.0% | $150,045-96.8% | $142,382-96.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 44.63% | 70.24%-25.6pp | 62.55%-17.9pp | 217.08%-172.4pp |
| Employer contribution / active EE | $1,785 | $4,961-64.0% | $4,693-62.0% | $4,299-58.5% |
| Participant deferral / active EE | $3,488 | $8,310-58.0% | $7,997-56.4% | $6,507-46.4% |
| Admin fee / account holder | $2,152 | $14,846-85.5% | $13,435-84.0% | $12,624-83.0% |