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 | $7,467 | $183,519-95.9% | $155,509-95.2% | $145,922-94.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 11.16% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,565 | $5,313-70.5% | $4,672-66.5% | $4,660-66.4% |
| Participant deferral / active EE | $1,014 | $6,462-84.3% | $5,626-82.0% | $6,688-84.8% |
| Admin fee / account holder | $3,803 | $19,313-80.3% | $15,912-76.1% | $13,397-71.6% |