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 | $66,945 | $165,984-59.7% | $164,813-59.4% | $145,922-54.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 5.69% | 100.03%-94.3pp | 69.93%-64.2pp | 561.29%-555.6pp |
| Employer contribution / active EE | $2,273 | $5,273-56.9% | $4,341-47.6% | $4,660-51.2% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $56,448 | $16,648+239.1% | $12,690+344.8% | $13,397+321.3% |