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 | $1,250 | $109,413-98.9% | $156,263-99.2% | $84,808-98.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 0.00% | 20.18%-20.2pp | 59.47%-59.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $21,355 | $2,907+634.6% | $4,333+392.8% | $2,631+711.7% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13,309 | $9,357+42.2% | $14,255-6.6% | $7,344+81.2% |