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 | $109,881-92.4% | $150,045-94.5% | $84,808-90.2% |
| Participation rate | 76.1% | 76.1%0pp | 82.3%-6.2pp | 68.3%+7.8pp |
| Annual return | 70.32% | 28.25%+42.1pp | 62.55%+7.8pp | 40.90%+29.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,181 | $6,636-52.1% | $7,997-60.2% | $4,212-24.5% |
| Admin fee / account holder | $2,202 | $8,568-74.3% | $13,435-83.6% | $7,344-70.0% |