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 | $1,248 | $154,228-99.2% | $145,433-99.1% | $137,256-99.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.14% | 74.59%-48.4pp | 66.58%-40.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,301 | $4,804-72.9% | $4,554-71.4% | $4,156-68.7% |
| Participant deferral / active EE | $629 | $8,216-92.3% | $7,897-92.0% | $6,407-90.2% |
| Admin fee / account holder | $963 | $14,344-93.3% | $13,129-92.7% | $12,270-92.1% |