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 | $74,888-98.0% | $71,209-97.9% | $142,382-99.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -139.19% | 345.14%-484.3pp | 282.51%-421.7pp | 217.08%-356.3pp |
| Employer contribution / active EE | $397 | $2,854-86.1% | $2,721-85.4% | $4,299-90.8% |
| Participant deferral / active EE | $2,742 | $4,454-38.5% | $4,175-34.3% | $6,507-57.9% |
| Admin fee / account holder | $3,971 | $5,568-28.7% | $5,349-25.8% | $12,624-68.5% |