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.
Employer 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 | $839 | $116,167-99.3% | $64,489-98.7% | $137,256-99.4% |
| Participation rate | 75.0% | 68.2%+6.8pp | 67.7%+7.3pp | 80.0%-5.0pp |
| Annual return | 27.49% | 36.55%-9.1pp | 55.03%-27.5pp | 220.34%-192.9pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $767 | $4,215-81.8% | $2,778-72.4% | $6,407-88.0% |
| Admin fee / account holder | $1,032 | $6,188-83.3% | $4,260-75.8% | $12,270-91.6% |