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 | $24,793 | $201,259-87.7% | $184,200-86.5% | $145,959-83.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 74.43% | 28.98%+45.4pp | 28.80%+45.6pp | 561.95%-487.5pp |
| Employer contribution / active EE | $1,209 | $7,018-82.8% | $6,424-81.2% | $4,661-74.1% |
| Participant deferral / active EE | $3,846 | $9,806-60.8% | $9,132-57.9% | $6,689-42.5% |
| Admin fee / account holder | $2,081 | $16,372-87.3% | $13,907-85.0% | $13,398-84.5% |