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 | $17,321 | $78,520-77.9% | $96,576-82.1% | $82,448-79.0% |
| Participation rate | 95.7% | 77.7%+17.9pp | 81.4%+14.2pp | 68.1%+27.6pp |
| Annual return | 60.04% | 41.30%+18.7pp | 38.47%+21.6pp | 41.64%+18.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,212 | $6,754+66.0% | $7,956+40.9% | $4,139+170.9% |
| Admin fee / account holder | $452 | $13,455-96.6% | $11,381-96.0% | $7,234-93.8% |