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 | $45,643 | $56,199-18.8% | $67,652-32.5% | $59,632-23.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.78% | 18505.31%-18510.1pp | 6625.04%-6629.8pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $6,164 | $1,614+281.8% | $2,266+172.1% | $2,203+179.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,223 | $3,958-69.1% | $4,821-74.6% | $4,297-71.5% |