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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,913 | $94,625-59.9% | $116,228-67.4% | $84,808-55.3% |
| Participation rate | 97.8% | 70.4%+27.3pp | 74.6%+23.2pp | 68.3%+29.4pp |
| Annual return | 1418.70% | 20.40%+1398.3pp | 90.06%+1328.6pp | 40.90%+1377.8pp |
| Employer contribution / active EE | $371 | $2,347-84.2% | $2,994-87.6% | $2,631-85.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,336 | $10,091-86.8% | $11,989-88.9% | $7,344-81.8% |