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.)
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 | $9,475 | $178,174-94.7% | $156,181-93.9% | $137,256-93.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 5.87% | 84.19%-78.3pp | 64.87%-59.0pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,708 | $4,972-65.6% | $4,294-60.2% | $4,156-58.9% |
| Participant deferral / active EE | $1,045 | $6,888-84.8% | $6,132-83.0% | $6,407-83.7% |
| Admin fee / account holder | $15,252 | $17,404-12.4% | $14,586+4.6% | $12,270+24.3% |