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 | $6,669 | $159,901-95.8% | $146,958-95.5% | $145,922-95.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 0.00% | 98.13%-98.1pp | 418.34%-418.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,785 | $5,286-66.2% | $4,933-63.8% | $4,660-61.7% |
| Participant deferral / active EE | $2,444 | $8,428-71.0% | $8,070-69.7% | $6,688-63.5% |
| Admin fee / account holder | $8,186 | $15,044-45.6% | $12,998-37.0% | $13,397-38.9% |