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 | $6,571 | $91,538-92.8% | $129,995-94.9% | $75,163-91.3% |
| Participation rate | 83.8% | 71.4%+12.3pp | 78.5%+5.3pp | 67.2%+16.6pp |
| Annual return | 43.70% | -631.11%+674.8pp | -137.18%+180.9pp | 160.62%-116.9pp |
| Employer contribution / active EE | $2,333 | $2,845-18.0% | $4,320-46.0% | $2,670-12.6% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,714 | $6,790-74.8% | $10,614-83.8% | $5,651-69.7% |