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 | $11,054 | $80,673-86.3% | $101,326-89.1% | $84,808-87.0% |
| Participation rate | 72.0% | 77.8%-5.7pp | 81.5%-9.5pp | 68.3%+3.7pp |
| Annual return | 3737.57% | 38.95%+3698.6pp | 36.82%+3700.7pp | 40.90%+3696.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,442 | $6,840-49.7% | $7,994-56.9% | $4,212-18.3% |
| Admin fee / account holder | $1,626 | $12,784-87.3% | $11,185-85.5% | $7,344-77.9% |