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 | $5,442 | $106,584-94.9% | $101,326-94.6% | $142,382-96.2% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 0.00% | 36.93%-36.9pp | 36.82%-36.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,917 | $8,297-40.7% | $7,994-38.5% | $6,507-24.4% |
| Admin fee / account holder | $610 | $11,446-94.7% | $11,185-94.5% | $12,624-95.2% |