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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,623 | $101,724-93.5% | $164,813-96.0% | $80,856-91.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 0.00% | 16.72%-16.7pp | 69.93%-69.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,468 | $2,953-50.3% | $4,341-66.2% | $2,755-46.7% |
| Participant deferral / active EE | $1,792 | $4,477-60.0% | $6,031-70.3% | $4,296-58.3% |
| Admin fee / account holder | $1,479 | $8,227-82.0% | $12,690-88.3% | $6,918-78.6% |