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 | $4,461 | $177,572-97.5% | $154,803-97.1% | $142,382-96.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 10.56% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,011 | $4,810-79.0% | $4,305-76.5% | $4,299-76.5% |
| Participant deferral / active EE | $1,228 | $6,272-80.4% | $5,540-77.8% | $6,507-81.1% |
| Admin fee / account holder | $826 | $16,786-95.1% | $14,329-94.2% | $12,624-93.5% |