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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,407 | $109,881-86.0% | $150,045-89.7% | $84,808-81.8% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | -109.20% | 28.25%-137.4pp | 62.55%-171.7pp | 40.90%-150.1pp |
| Employer contribution / active EE | $18,293 | $3,561+413.7% | $4,693+289.8% | $2,631+595.3% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,696 | $8,568-68.5% | $13,435-79.9% | $7,344-63.3% |