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 | $5,454 | $95,803-94.3% | $113,168-95.2% | $84,808-93.6% |
| Participation rate | 73.8% | 72.9%+0.9pp | 76.6%-2.8pp | 68.3%+5.5pp |
| Annual return | 507.30% | 25.00%+482.3pp | 24.27%+483.0pp | 40.90%+466.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,825 | $4,242+13.7% | $5,107-5.5% | $4,212+14.6% |
| Admin fee / account holder | $306 | $8,989-96.6% | $12,068-97.5% | $7,344-95.8% |