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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,866 | $84,695-67.1% | $73,843-62.3% | $125,391-77.8% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 0.85% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,734 | $3,992+43.6% | $3,583+60.0% | $5,352+7.1% |
| Admin fee / account holder | $519 | $5,691-90.9% | $4,880-89.4% | $9,540-94.6% |