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 | $5,242 | $78,926-93.4% | $136,749-96.2% | $84,808-93.8% |
| Participation rate | 81.3% | 62.2%+19.1pp | 72.1%+9.1pp | 68.3%+12.9pp |
| Annual return | 35.94% | 18.17%+17.8pp | 24.33%+11.6pp | 40.90%-5.0pp |
| Employer contribution / active EE | $1,545 | $2,134-27.6% | $3,400-54.6% | $2,631-41.3% |
| Participant deferral / active EE | $1,798 | $3,168-43.3% | $4,692-61.7% | $4,212-57.3% |
| Admin fee / account holder | $466 | $6,369-92.7% | $11,386-95.9% | $7,344-93.7% |