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 | $12,649 | $54,380-76.7% | $68,509-81.5% | $59,632-78.8% |
| Participation rate | 98.7% | 70.2%+28.5pp | 74.7%+24.0pp | 68.7%+30.0pp |
| Annual return | -1.96% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,282 | $1,539-16.7% | $2,278-43.7% | $2,203-41.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $618 | $3,885-84.1% | $5,275-88.3% | $4,297-85.6% |