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 | $78,520-87.1% | $96,576-89.5% | $82,448-87.7% |
| Participation rate | 90.7% | 77.7%+13.0pp | 81.4%+9.3pp | 68.1%+22.7pp |
| Annual return | 0.00% | 41.30%-41.3pp | 38.47%-38.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,850 | $6,754+16.2% | $7,956-1.3% | $4,139+89.6% |
| Admin fee / account holder | $1,506 | $13,455-88.8% | $11,381-86.8% | $7,234-79.2% |