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 | $73,968 | $214,378-65.5% | $200,582-63.1% | $142,382-48.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.99% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $12,675 | $6,841+85.3% | $6,419+97.5% | $4,299+194.8% |
| Participant deferral / active EE | $2,137 | $9,865-78.3% | $9,331-77.1% | $6,507-67.2% |
| Admin fee / account holder | $570,569 | $17,692+3125.0% | $16,305+3399.4% | $12,624+4419.8% |