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 | $2,493 | $80,717-96.9% | $154,803-98.4% | $84,808-97.1% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 639.68% | 37.96%+601.7pp | 58.88%+580.8pp | 40.90%+598.8pp |
| Employer contribution / active EE | $590 | $2,761-78.6% | $4,305-86.3% | $2,631-77.6% |
| Participant deferral / active EE | $665 | $3,303-79.9% | $5,540-88.0% | $4,212-84.2% |
| Admin fee / account holder | $396 | $6,746-94.1% | $14,329-97.2% | $7,344-94.6% |