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.)
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 | $12,065 | $183,592-93.4% | $155,567-92.2% | $145,959-91.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 4.74% | 61.24%-56.5pp | 64.74%-60.0pp | 561.95%-557.2pp |
| Employer contribution / active EE | $2,201 | $5,315-58.6% | $4,674-52.9% | $4,661-52.8% |
| Participant deferral / active EE | $1,162 | $6,464-82.0% | $5,628-79.4% | $6,689-82.6% |
| Admin fee / account holder | $249,301 | $19,318+1190.5% | $15,916+1466.3% | $13,398+1760.8% |