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 | $4,742 | $111,814-95.8% | $103,374-95.4% | $145,959-96.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.89% | 24.77%-21.9pp | 24.89%-22.0pp | 561.95%-559.1pp |
| Employer contribution / active EE | $1,364 | $4,214-67.6% | $3,869-64.8% | $4,661-70.7% |
| Participant deferral / active EE | $1,364 | $5,618-75.7% | $5,058-73.0% | $6,689-79.6% |
| Admin fee / account holder | $1,920 | $9,754-80.3% | $8,394-77.1% | $13,398-85.7% |