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% | $417,905-61.2% |
| Participation rate | 100.0% | 100.0%0pp | 50.0%+50.0pp | 39.2%+60.8pp |
| Annual return | 1829.43% | 13.40%+1816.0pp | 13.01%+1816.4pp | 13.91%+1815.5pp |
| Employer contribution / active EE | $3,901 | $39,370-90.1% | $35,911-89.1% | $35,282-88.9% |
| Participant deferral / active EE | $7,730 | $97+7883.7% | $91+8375.6% | $94+8110.0% |
| Admin fee / account holder | $884 | $8840% | $8840% | $41,846-97.9% |