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 | $65,392 | $109,881-40.5% | $150,045-56.4% | $84,808-22.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 112.94% | 28.25%+84.7pp | 62.55%+50.4pp | 40.90%+72.0pp |
| Employer contribution / active EE | $27,631 | $3,561+675.9% | $4,693+488.7% | $2,631+950.2% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $16,509 | $8,568+92.7% | $13,435+22.9% | $7,344+124.8% |