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 | $3,797 | $109,413-96.5% | $156,263-97.6% | $84,808-95.5% |
| Participation rate | 79.7% | 72.7%+7.1pp | 78.9%+0.8pp | 68.3%+11.4pp |
| Annual return | 70.59% | 20.18%+50.4pp | 59.47%+11.1pp | 40.90%+29.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,095 | $4,590-54.3% | $6,158-66.0% | $4,212-50.2% |
| Admin fee / account holder | $336 | $9,357-96.4% | $14,255-97.6% | $7,344-95.4% |