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 | $100,638 | $76,367+31.8% | $93,606+7.5% | $72,985+37.9% |
| Participation rate | 96.8% | 71.7%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 52.86% | 25.82%+27.0pp | 32.76%+20.1pp | 81.00%-28.1pp |
| Employer contribution / active EE | $13,459 | $2,275+491.5% | $2,718+395.2% | $2,440+451.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,825 | $6,838-58.7% | $7,888-64.2% | $5,124-44.9% |