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.
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 | $1,199 | $72,400-98.3% | $67,502-98.2% | $145,922-99.2% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 4.78% | 7182.46%-7177.7pp | 3512.12%-3507.3pp | 561.29%-556.5pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,593 | $4,783-66.7% | $4,000-60.2% | $6,688-76.2% |
| Admin fee / account holder | $379 | $5,539-93.2% | $3,998-90.5% | $13,397-97.2% |