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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,333 | $76,552-61.7% | $123,892-76.3% | $62,891-53.4% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 5.38% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $113 | $2,883-96.1% | $4,617-97.5% | $2,281-95.0% |
| Participant deferral / active EE | $2,316 | $4,840-52.1% | $5,984-61.3% | $3,203-27.7% |
| Admin fee / account holder | $6,575 | $4,826+36.3% | $8,357-21.3% | $4,296+53.1% |