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 | $1,479 | $72,071-97.9% | $68,368-97.8% | $137,256-98.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -139.19% | 353.14%-492.3pp | 292.57%-431.8pp | 220.34%-359.5pp |
| Employer contribution / active EE | $397 | $2,788-85.8% | $2,649-85.0% | $4,156-90.5% |
| Participant deferral / active EE | $2,742 | $4,410-37.8% | $4,123-33.5% | $6,407-57.2% |
| Admin fee / account holder | $3,971 | $5,336-25.6% | $5,150-22.9% | $12,270-67.6% |