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 | $1,259 | $57,590-97.8% | $86,233-98.5% | $82,448-98.5% |
| Participation rate | 75.6% | 57.9%+17.7pp | 69.0%+6.6pp | 68.1%+7.5pp |
| Annual return | 8.74% | 22.41%-13.7pp | 61.39%-52.7pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,085 | $3,080-64.8% | $4,559-76.2% | $4,139-73.8% |
| Admin fee / account holder | $8,959 | $4,730+89.4% | $8,342+7.4% | $7,234+23.8% |