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.
Employer 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 | $11,057 | $132,634-91.7% | $115,768-90.4% | $137,256-91.9% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.4%-1.1pp | 80.0%-6.6pp |
| Annual return | 229.43% | 160.70%+68.7pp | 100.46%+129.0pp | 220.34%+9.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,286 | $5,619-23.7% | $4,917-12.8% | $6,407-33.1% |
| Admin fee / account holder | $780 | $15,028-94.8% | $12,439-93.7% | $12,270-93.6% |