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 | $216,065 | $175,202+23.3% | $149,673+44.4% | $139,434+55.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,582 | $5,474-71.1% | $4,818-67.2% | $4,751-66.7% |
| Participant deferral / active EE | $1,820 | $6,519-72.1% | $5,680-68.0% | $6,710-72.9% |
| Admin fee / account holder | $3,300 | $16,150-79.6% | $13,210-75.0% | $11,403-71.1% |