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 | $23,878 | $109,881-78.3% | $150,045-84.1% | $84,808-71.8% |
| Participation rate | 95.7% | 76.1%+19.7pp | 82.3%+13.4pp | 68.3%+27.4pp |
| Annual return | 104.15% | 28.25%+75.9pp | 62.55%+41.6pp | 40.90%+63.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,219 | $6,636+69.1% | $7,997+40.3% | $4,212+166.4% |
| Admin fee / account holder | $1,061 | $8,568-87.6% | $13,435-92.1% | $7,344-85.6% |