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 | $82,288 | $189,613-56.6% | $167,512-50.9% | $142,382-42.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.19% | 2024.68%-2016.5pp | 1615.79%-1607.6pp | 217.08%-208.9pp |
| Employer contribution / active EE | $32,252 | $4,349+641.6% | $3,882+730.9% | $4,299+650.2% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $355 | $10,528-96.6% | $9,769-96.4% | $12,624-97.2% |