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 | $80,441 | $82,032-1.9% | $123,104-34.7% | $59,632+34.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.90% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,143 | $3,297-65.3% | $5,151-77.8% | $2,203-48.1% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,697 | $5,881+47.9% | $9,015-3.5% | $4,297+102.4% |