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 | $4,330 | $95,803-95.5% | $113,168-96.2% | $84,808-94.9% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.3pp | 68.3%+30.6pp |
| Annual return | -349.80% | 25.00%-374.8pp | 24.27%-374.1pp | 40.90%-390.7pp |
| Employer contribution / active EE | $7,785 | $2,360+229.9% | $2,975+161.7% | $2,631+195.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,122 | $8,989-31.9% | $12,068-49.3% | $7,344-16.6% |