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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,543 | $45,152+213.5% | $73,843+91.7% | $59,632+137.4% |
| Participation rate | 96.2% | 64.0%+32.1pp | 73.4%+22.7pp | 68.7%+27.5pp |
| Annual return | 2.07% | 27.40%-25.3pp | 2267.84%-2265.8pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $5,784 | $1,902+204.2% | $2,787+107.5% | $2,203+162.6% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,125 | $3,516+45.8% | $4,880+5.0% | $4,297+19.3% |