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 | $9,182 | $183,519-95.0% | $155,509-94.1% | $145,922-93.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.86% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,175 | $5,313-77.9% | $4,672-74.9% | $4,660-74.8% |
| Participant deferral / active EE | $1,067 | $6,462-83.5% | $5,626-81.0% | $6,688-84.0% |
| Admin fee / account holder | $727 | $19,313-96.2% | $15,912-95.4% | $13,397-94.6% |