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 | $162,152 | $162,1520% | $162,1520% | $418,949-61.3% |
| Participation rate | 100.0% | 100.0%0pp | 50.0%+50.0pp | 35.7%+64.3pp |
| Annual return | 1829.43% | 14.78%+1814.6pp | 14.20%+1815.2pp | 15.19%+1814.2pp |
| Employer contribution / active EE | $3,901 | $36,460-89.3% | $32,636-88.0% | $34,877-88.8% |
| Participant deferral / active EE | $7,730 | $141+5386.4% | $132+5764.8% | $86+8931.2% |
| Admin fee / account holder | $884 | $8840% | $8840% | $50,584-98.3% |