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 | $3,357 | $100,970-96.7% | $96,576-96.5% | $137,256-97.6% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 38.76% | 38.16%+0.6pp | 38.47%+0.3pp | 220.34%-181.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,597 | $8,286-68.7% | $7,956-67.4% | $6,407-59.5% |
| Admin fee / account holder | $344 | $11,312-97.0% | $11,381-97.0% | $12,270-97.2% |