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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,640 | $154,117-97.0% | $129,995-96.4% | $139,434-96.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -57.56% | 32.48%-90.0pp | -137.18%+79.6pp | 372.94%-430.5pp |
| Employer contribution / active EE | $1,514 | $5,289-71.4% | $4,320-64.9% | $4,751-68.1% |
| Participant deferral / active EE | $1,561 | $6,710-76.7% | $5,820-73.2% | $6,710-76.7% |
| Admin fee / account holder | $2,807 | $14,007-80.0% | $10,614-73.6% | $11,403-75.4% |