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 | $76,407-96.7% | $150,298-98.3% | $82,448-97.0% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 639.68% | 39.99%+599.7pp | 62.79%+576.9pp | 41.64%+598.0pp |
| Employer contribution / active EE | $590 | $2,614-77.4% | $4,154-85.8% | $2,551-76.9% |
| Participant deferral / active EE | $665 | $3,214-79.3% | $5,453-87.8% | $4,139-83.9% |
| Admin fee / account holder | $396 | $6,352-93.8% | $14,116-97.2% | $7,234-94.5% |