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 | $4,499 | $214,378-97.9% | $200,582-97.8% | $142,382-96.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 37.67% | 46.41%-8.7pp | 42.33%-4.7pp | 217.08%-179.4pp |
| Employer contribution / active EE | $1,668 | $6,841-75.6% | $6,419-74.0% | $4,299-61.2% |
| Participant deferral / active EE | $1,927 | $9,865-80.5% | $9,331-79.4% | $6,507-70.4% |
| Admin fee / account holder | $467 | $17,692-97.4% | $16,305-97.1% | $12,624-96.3% |