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.)
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 | $7,077 | $159,602-95.6% | $150,045-95.3% | $142,382-95.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 1928.49% | 70.24%+1858.3pp | 62.55%+1865.9pp | 217.08%+1711.4pp |
| Employer contribution / active EE | $2,274 | $4,961-54.2% | $4,693-51.5% | $4,299-47.1% |
| Participant deferral / active EE | $2,262 | $8,310-72.8% | $7,997-71.7% | $6,507-65.2% |
| Admin fee / account holder | $478 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |