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 | $7,582 | $57,057-86.7% | $85,009-91.1% | $80,874-90.6% |
| Participation rate | 95.5% | 56.4%+39.1pp | 67.5%+27.9pp | 67.6%+27.8pp |
| Annual return | 8.55% | 21.66%-13.1pp | 66.47%-57.9pp | 35.62%-27.1pp |
| Employer contribution / active EE | $4,369 | $1,799+142.9% | $2,728+60.1% | $2,756+58.5% |
| Participant deferral / active EE | $2,625 | $3,112-15.6% | $4,522-41.9% | $4,297-38.9% |
| Admin fee / account holder | $385 | $4,986-92.3% | $6,153-93.7% | $6,935-94.5% |