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 | $10,117 | $80,673-87.5% | $101,326-90.0% | $84,808-88.1% |
| Participation rate | 90.7% | 77.8%+13.0pp | 81.5%+9.2pp | 68.3%+22.4pp |
| Annual return | 0.00% | 38.95%-39.0pp | 36.82%-36.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,850 | $6,840+14.8% | $7,994-1.8% | $4,212+86.4% |
| Admin fee / account holder | $1,506 | $12,784-88.2% | $11,185-86.5% | $7,344-79.5% |