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 | $13,006 | $159,934-91.9% | $147,005-91.2% | $145,959-91.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.30% | 98.24%-92.9pp | 418.76%-413.5pp | 561.95%-556.6pp |
| Employer contribution / active EE | $2,648 | $5,287-49.9% | $4,934-46.3% | $4,661-43.2% |
| Participant deferral / active EE | $6,468 | $8,427-23.3% | $8,070-19.9% | $6,689-3.3% |
| Admin fee / account holder | $1,759 | $15,053-88.3% | $13,006-86.5% | $13,398-86.9% |