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 | $2,252 | $70,532-96.8% | $68,948-96.7% | $137,256-98.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 32.64% | 32.56%+0.1pp | 28.39%+4.3pp | 220.34%-187.7pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,122 | $6,773-9.6% | $6,186-1.0% | $6,407-4.4% |
| Admin fee / account holder | $597 | $7,916-92.5% | $7,539-92.1% | $12,270-95.1% |