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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,261 | $76,785-89.2% | $56,441-85.4% | $145,959-94.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -13.96% | 3000.51%-3014.5pp | 1704.21%-1718.2pp | 561.95%-575.9pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,646 | $2,624+153.3% | $1,953+240.3% | $6,689-0.6% |
| Admin fee / account holder | $1,046 | $3,334-68.6% | $2,829-63.0% | $13,398-92.2% |