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 | $1,738 | $100,773-98.3% | $88,946-98.0% | $142,382-98.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.65% | 70.18%-61.5pp | 57.82%-49.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $4 | $2,918-99.8% | $2,555-99.8% | $4,299-99.9% |
| Participant deferral / active EE | $1,359 | $5,230-74.0% | $4,581-70.3% | $6,507-79.1% |
| Admin fee / account holder | $488 | $9,693-95.0% | $8,261-94.1% | $12,624-96.1% |