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 | $4,399 | $114,381-96.2% | $107,525-95.9% | $142,382-96.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 24.80% | 242.71%-217.9pp | 181.32%-156.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,138 | $4,015-71.7% | $3,754-69.7% | $4,299-73.5% |
| Participant deferral / active EE | $1,287 | $5,564-76.9% | $5,116-74.8% | $6,507-80.2% |
| Admin fee / account holder | $324 | $9,860-96.7% | $8,919-96.4% | $12,624-97.4% |