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 | $6,830 | $165,984-95.9% | $164,813-95.9% | $145,922-95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.03%-100.0pp | 69.93%-69.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $7,000 | $5,273+32.8% | $4,341+61.3% | $4,660+50.2% |
| Participant deferral / active EE | $385 | $6,959-94.5% | $6,031-93.6% | $6,688-94.2% |
| Admin fee / account holder | $758 | $16,648-95.4% | $12,690-94.0% | $13,397-94.3% |