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 | $16,647 | $106,749-84.4% | $145,433-88.6% | $82,448-79.8% |
| Participation rate | 73.0% | 75.6%-2.7pp | 82.1%-9.1pp | 68.1%+4.9pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,253 | $6,519+26.6% | $7,897+4.5% | $4,139+99.4% |
| Admin fee / account holder | $822 | $8,390-90.2% | $13,129-93.7% | $7,234-88.6% |