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 | $6,032 | $91,538-93.4% | $129,995-95.4% | $75,163-92.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -154.67% | -631.11%+476.4pp | -137.18%-17.5pp | 160.62%-315.3pp |
| Employer contribution / active EE | $23,077 | $2,845+711.1% | $4,320+434.2% | $2,670+764.4% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,604 | $6,790+41.4% | $10,614-9.5% | $5,651+70.0% |