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 | $1,186 | $75,923-98.4% | $102,423-98.8% | - |
| Participation rate | 85.9% | 71.4%+14.5pp | 76.5%+9.4pp | - |
| Annual return | 0.00% | 15.12%-15.1pp | 29.32%-29.3pp | - |
| Employer contribution / active EE | $6,920 | $2,206+213.7% | $3,023+128.9% | - |
| Participant deferral / active EE | $0 | $4,258-100.0% | $5,053-100.0% | - |
| Admin fee / account holder | $4,090 | $11,449-64.3% | $9,451-56.7% | - |