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 | $14,068 | $214,378-93.4% | $200,582-93.0% | $142,382-90.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 24.00% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,115 | $6,841-54.5% | $6,419-51.5% | $4,299-27.5% |
| Participant deferral / active EE | $3,405 | $9,865-65.5% | $9,331-63.5% | $6,507-47.7% |
| Admin fee / account holder | $5,768 | $17,692-67.4% | $16,305-64.6% | $12,624-54.3% |