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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,579 | $70,606-94.9% | $53,898-93.4% | $142,382-97.5% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 3.40% | 619.81%-616.4pp | 528.60%-525.2pp | 217.08%-213.7pp |
| Employer contribution / active EE | $171 | $1,202-85.8% | $932-81.7% | $4,299-96.0% |
| Participant deferral / active EE | $214 | $2,364-91.0% | $1,826-88.3% | $6,507-96.7% |
| Admin fee / account holder | $17,463 | $2,852+512.4% | $2,491+601.1% | $12,624+38.3% |