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 | $8,309 | $106,749-92.2% | $145,433-94.3% | $82,448-89.9% |
| Participation rate | 76.1% | 75.6%+0.4pp | 82.1%-6.0pp | 68.1%+8.0pp |
| Annual return | 70.32% | 27.59%+42.7pp | 66.58%+3.7pp | 41.64%+28.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,181 | $6,519-51.2% | $7,897-59.7% | $4,139-23.1% |
| Admin fee / account holder | $2,202 | $8,390-73.7% | $13,129-83.2% | $7,234-69.6% |