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 | $13,433 | $177,572-92.4% | $154,803-91.3% | $142,382-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,358 | $4,810-71.8% | $4,305-68.5% | $4,299-68.4% |
| Participant deferral / active EE | $1,639 | $6,272-73.9% | $5,540-70.4% | $6,507-74.8% |
| Admin fee / account holder | $777 | $16,786-95.4% | $14,329-94.6% | $12,624-93.8% |