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 | $1,286 | $45,031-97.1% | $84,966-98.5% | $77,643-98.3% |
| Participation rate | 74.7% | 48.7%+26.0pp | 67.5%+7.2pp | 70.6%+4.2pp |
| Annual return | 64.23% | 79.22%-15.0pp | 66.38%-2.1pp | 31.24%+33.0pp |
| Employer contribution / active EE | $15 | $1,609-99.1% | $2,727-99.5% | $2,726-99.5% |
| Participant deferral / active EE | $1,076 | $2,807-61.7% | $4,519-76.2% | $4,647-76.9% |
| Admin fee / account holder | $612 | $912-32.9% | $6,149-90.0% | $430+42.2% |