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 | $6,731 | $80,673-91.7% | $101,326-93.4% | $84,808-92.1% |
| Participation rate | 77.8% | 77.8%0pp | 81.5%-3.7pp | 68.3%+9.5pp |
| Annual return | 73.26% | 38.95%+34.3pp | 36.82%+36.4pp | 40.90%+32.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,914 | $6,840-13.5% | $7,994-26.0% | $4,212+40.4% |
| Admin fee / account holder | $2,232 | $12,784-82.5% | $11,185-80.0% | $7,344-69.6% |