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 | $8,723 | $101,724-91.4% | $164,813-94.7% | $80,856-89.2% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.6%+31.3pp |
| Annual return | -101.69% | 16.72%-118.4pp | 69.93%-171.6pp | 35.59%-137.3pp |
| Employer contribution / active EE | $9,051 | $2,953+206.4% | $4,341+108.5% | $2,755+228.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,384 | $8,227-71.0% | $12,690-81.2% | $6,918-65.5% |