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 | $12,928 | $80,673-84.0% | $101,326-87.2% | $84,808-84.8% |
| Participation rate | 80.9% | 77.8%+3.1pp | 81.5%-0.6pp | 68.3%+12.5pp |
| Annual return | 45.55% | 38.95%+6.6pp | 36.82%+8.7pp | 40.90%+4.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,520 | $6,840-4.7% | $7,994-18.4% | $4,212+54.8% |
| Admin fee / account holder | $388 | $12,784-97.0% | $11,185-96.5% | $7,344-94.7% |