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 | $4,688 | $101,724-95.4% | $164,813-97.2% | $80,856-94.2% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.6%+20.6pp |
| Annual return | -72.31% | 16.72%-89.0pp | 69.93%-142.2pp | 35.59%-107.9pp |
| Employer contribution / active EE | $2,545 | $2,953-13.8% | $4,341-41.4% | $2,755-7.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,866 | $8,227-77.3% | $12,690-85.3% | $6,918-73.0% |