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 | $179,726-94.7% | $156,263-93.9% | $142,382-93.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 5.87% | 77.86%-72.0pp | 59.47%-53.6pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,708 | $5,069-66.3% | $4,333-60.6% | $4,299-60.3% |
| Participant deferral / active EE | $1,045 | $6,956-85.0% | $6,158-83.0% | $6,507-83.9% |
| Admin fee / account holder | $15,252 | $17,272-11.7% | $14,255+7.0% | $12,624+20.8% |