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 | $8,906 | $106,749-91.7% | $145,433-93.9% | $82,448-89.2% |
| Participation rate | 72.7% | 75.6%-2.9pp | 82.1%-9.4pp | 68.1%+4.7pp |
| Annual return | 23.30% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $389 | $3,444-88.7% | $4,554-91.5% | $2,551-84.8% |
| Participant deferral / active EE | $3,186 | $6,519-51.1% | $7,897-59.7% | $4,139-23.0% |
| Admin fee / account holder | $363 | $8,390-95.7% | $13,129-97.2% | $7,234-95.0% |