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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer 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 | $2,905 | $100,970-97.1% | $96,576-97.0% | $137,256-97.9% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 23.63% | 38.16%-14.5pp | 38.47%-14.8pp | 220.34%-196.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,601 | $8,286-68.6% | $7,956-67.3% | $6,407-59.4% |
| Admin fee / account holder | $718 | $11,312-93.6% | $11,381-93.7% | $12,270-94.1% |