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.
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 | $15,570 | $198,466-92.2% | $170,442-90.9% | $147,584-89.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.13% | 257.29%-252.2pp | 205.93%-200.8pp | 578.55%-573.4pp |
| Employer contribution / active EE | $6,236 | $6,184+0.8% | $5,433+14.8% | $4,876+27.9% |
| Participant deferral / active EE | $4,431 | $5,629-21.3% | $4,939-10.3% | $5,439-18.5% |
| Admin fee / account holder | $381 | $16,852-97.7% | $13,880-97.3% | $10,885-96.5% |