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 | $9,288 | $78,520-88.2% | $96,576-90.4% | $82,448-88.7% |
| Participation rate | 88.7% | 77.7%+10.9pp | 81.4%+7.2pp | 68.1%+20.6pp |
| Annual return | 88.26% | 41.30%+47.0pp | 38.47%+49.8pp | 41.64%+46.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,584 | $6,754-32.1% | $7,956-42.4% | $4,139+10.7% |
| Admin fee / account holder | $412 | $13,455-96.9% | $11,381-96.4% | $7,234-94.3% |