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 | $21,073 | $52,519-59.9% | $155,790-86.5% | $59,632-64.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 1.30% | 53.51%-52.2pp | 71.54%-70.2pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $3,431 | $1,589+115.9% | $3,836-10.6% | $2,203+55.8% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,797-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,905 | $3,540+123.3% | $7,478+5.7% | $4,297+84.0% |