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.
Employer 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 | $93,257 | $40,256+131.7% | $57,343+62.6% | $59,632+56.4% |
| Participation rate | 81.3% | 69.2%+12.1pp | 75.1%+6.2pp | 68.7%+12.6pp |
| Annual return | 2.54% | 27.49%-25.0pp | 24.39%-21.8pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $179 | $1,922-90.7% | $2,689-93.4% | $2,203-91.9% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $11,372 | $2,818+303.6% | $3,356+238.9% | $4,297+164.7% |